Clarity. Comfort. Peace of Mind.
Let us guide you through the complex journey of life.
Go Beyond Just Investing
We want to be a friend, confidant, and advisor to you and your family through all life’s ups and downs. This means investment planning is only one aspect of the advice we provide you. With our team of professionals and firm of resources, our primary mission is to educate on, facilitate the creation of, and navigate the execution of a plan to provide balance and guidance through your life. Providing advice through Life’s Key Moments goes beyond investment planning and often focus on aspects of “wealth” you don’t often equate with a Financial Advisor. These other “wealth” aspects include your family, relationships, and health.
Our Service Excellence
Our team of financial professionals are dedicated to helping you achieve your life goals. This starts with our ongoing commitment to furthering our expertise and knowledge by attaining and maintaining additional industry designations. This broadens our knowledge to a wide range of services including financial and retirement planning, education planning, tax planning, estate planning, risk management, and asset distribution optimization. Having a team in your corner allows for redundancy if a member is out, additional breadth of knowledge, and we hope an overall better experience and relationship with you.
Service Focus
Service is easily said and felt but hard to describe. We take pride in our level of service we provide, so we hope you feel and enjoy it with every interaction with us. For us, it starts with having a team member available when you need.
Strength of Advice
Everyone gives advice from your family, to google, and even AI now. It’s not about getting more advice, it’s the strength of the advice that matters. The strength of our advice leans on years of experience of our team and the achievement of higher education and standards required by our credentials with the backing of our firms’ resources.
Our Process: Guiding You Towards Your Dreams
Your dreams aren’t only for retirement, so our plans aren’t either. We work with you to plan for the known as well as the unexpected aspects of life.
Life & Goal Identification
The planning process starts with identifying your life goals. These include big purchase, new family members, celebrations, retirement, and much more.
Implementation & Monitoring Meetings
Planning is an iterative process. There will be actions for you to take as well as ones we can help facilitate so it’s important for us to monitor and make updates as needed. Life may take you back to the goal setting phase of the process so we will be sure to monitor the plans over the years as well.
Plan Proposal Creation
With your current status and future goals identified, we take that information back and put together a proposal for what we recommend you do to best meet your needs today as well as in the future.
Recommendation Meeting
Here we walk you through the proposal and the potential options available to you. We focus both on what we are recommending but also on educating you on why we are making the recommendation, so you feel comfortable with the plan.
Schedule a free consultation meeting to see if we would be a good fit for your needs.
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Meet Our Team
Get to know the professionals on our team.
Jim Moerkerke, CFP®, CWS®
Senior Vice President
Financial Advisor
With extensive experience in the securities industry, Jim has a strong understanding of how to work in the best interests of his clients. He excels at listening first to provide financial advice uniquely tailored to each client. Jim joined D.A. Davidson & Co. in 1981. He earned his CERTIFIED FINANCIAL PLANNER® certification in 1986 and later earned the designation of Certified Wealth Strategist®. A graduate of the U.S. Military Academy at West Point, Jim holds a Bachelor of Science in Applied Science and Engineering. He also holds a Master of Arts in Procurement Management from Webster College in St. Louis, MO. He is a member of the Stevensville Volunteer Fire Department and is an advisor to the board of the Friends of the Hamilton School Foundation.
Trevor Morton, CFP®, CWS®
Senior Financial Advisor
Trevor joined D.A. Davidson in May of 2021 after a nine-year career in engineering. He graduated with honors from Montana Technological University, in Butte, Montana, with a Bachelor of Science Degree in Petroleum Engineering and a minor in Mathematics. He made a career change after realizing most people could use the same financial health balance in their life that he was looking for. His passion is developing recurring wealth planning engagements with his client to ensure they balance current financial fun with preparation for future financial goals. Trevor holds both his Certified Wealth Strategist® and CERTIFIED FINANICAL PLANNER® certifications.
Carrie Long, CWP, FPQP®
Senior Registered Client Associate
Friendly, knowledgeable, and patient. Carrie helps clients simplify the complexities of the financial world with a caring and positive attitude. Carrie began her career with D.A. Davidson & Co. in 2008. She has an enduring passion for people, a strong background in customer service and over 13 years of industry experience. As a Financial Paraplanner Qualified Professional™ and Comprehensive Wealth Planner with multiple securities licenses, Carrie adds an important dimension to our team’s portfolio of services. Originally from Utah, she has made Montana her home for the last 17 years, most recently relocating to our beautiful Bitterroot Valley.
Small Town Service, with Big Time Resources
We are proud to be an integral part of a company whose principles are deeply embedded in its people and history. Founded in 1935 in Great Falls, Montana, D.A. Davidson started small, always prioritizing service and support of our communities. Having growth over the years, we now have five distinct business units operating as one, and our clients benefit from the knowledge and resources of a large firm while receiving the care and service you would expect from a small office. Our ability to draw from the breadth of experience and resources from our team and firms allows us to help you navigate the unique challenges you face in life. Those life challenges are different for everyone. To some they might be handled with investment planning and wealth protection and to others they include business transitions, family planning, philanthropic planning, and estate planning. Rest assured we can help you with all those components of life.
Our Company
We seek to alleviate your stress, enhance the enjoyment of your daily life, and prepare you for future challenges.
We invite you to consider us as your reliable ally. Your interest in our firm and team is highly valued, and we look forward to the opportunity to meet with you and yours.
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