Beginning her career with her father in New York, Margaret has been in the investment business since 1984. As part of earning her degree in economics, she studied at the London School of Economics and completed her college education by graduating from the College of William and Mary. When Margaret first moved to Seattle, she joined Seafirst Bank on their trading desk offering municipal bonds to clients. Prior to joining D.A. Davidson in 2006, Margaret was a Senior Vice President, Financial Consultant at Piper Jaffray for 13 years. In order to further her education and enhance services offered to clients, she earned her CERTIFIED FINANCIAL PLANNER^® certification in 2009. Having earned the certification signifies that Margaret has gained the skills and knowledge to design a long-term plan unique to each client based on their specific objectives, priorities and attitudes, and follows a strict code of ethics. She especially enjoys the planning aspect as it contributes to her clients' financial well-being and stability as they works towards achieving their personal and financial goals.

Margaret lives in Seattle with her husband and enjoys spending time with her three children immensely. Her outside interests include serving on the board of Book-It Repertory Theatre, promoting arts education in the schools, and weekly tutoring with the Invest in Youth organization. She is also a mediocre bridge and tennis player and loves to swim in Lake Washington.

Emma started working in the financial services industry in 2012, but her introduction and education of the industry began very early in her life. Emma's father was a financial advisor with D.A. Davidson & Co. for over 25 years, which allowed her to observe and even work with him throughout his career. It also provided her with a unique perspective of the financial services industry. Emma understands that at the heart of the profession is relationships and the trust that you build in your community and with your clients — this is what drove her to pursue a financial advising career. Being a financial advisor is a true balance of Emma's nature as it instills discipline and dedication while nurturing human connectivity through trust, comfort and guidance.

Before joining Margaret in 2020, Emma consulted hundreds of advisors throughout D.A. Davidson to guide them in the process of enhancing their client experience. Emma also served as corporate liaison for the firm's Women Financial Advisors' Network, which is where she and Margaret were first introduced in 2014. Emma holds a bachelor's degree in business management from Boise State University and has earned the Certified Wealth Strategist^® designation and Financial Paraplanner Qualified Professional^®. 

Outside of work, Emma volunteers with Dress for Success Seattle, an organization whose mission is to help low-income women achieve economic independence by providing tools and resources needed along their journey. Having grown up in the Pacific Northwest, Emma enjoys getting outside and staying active, but she equally values hibernating through rainy Seattle winters and often spends her downtime reading, listening to music and cooking.

As a member of Kineke Wealth Management, Julie is a Certified Wealth Strategist^® and Financial Paraplanner Qualified Professional^®. These designations have helped Julie take her industry knowledge to greater depths by addressing planning and wealth management issues, expanding her client relationships. Julie graduated from the University of Washington with a bachelor's degree in speech and  hearing sciences. She joined D.A. Davidson in 2005 and began working with Margaret a year later. Julie enjoys the organizational aspect of her position. She focuses on providing excellent customer care and client education as well as guidance and support for Margaret and Emma. Along with this, she coordinates various donation events and fundraisers for the office to participate in to help support local charities and community outreach programs. Julie lives in Maple Valley with her husband and dog. She enjoys walking, yoga, gardening, renovating her house, and spending time with family, especially the grandkids.