Morgan helps her clients simplify the complexities of the financial world with a caring and positive attitude. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®, Morgan enjoys problem-solving and creating personalized financial action plans.

Morgan holds a bachelor’s degree in mathematics and a master’s degree in environmental studies from the University of Montana. She joined the D.A. Davidson Missoula office in 2017 after completing the company’s internship program in 2015. Prior to financial services, Morgan worked in the education and non-profit sectors, and also performed internationally as a contemporary ballet and modern dancer. Outside of the office, Morgan is actively involved in her community, having served on the Board of Directors for the Humane Society of Western Montana and Freedom Gardens. Morgan enjoys time outdoors with family and friends, including her husband, Noah Bray, daughter Kinley Bray (born 2022), and border collie, Wicklow.

Jane has worked in the investment advisory field since 1991 and holds the Series 7, 63 and 66 licenses with FINRA. She began her career in the Missoula D.A. Davidson office, after studying business at the University of Montana. Jane thrives as an investment associate in this dynamic industry. She feels the best part of her work is getting to know and helping the wonderful people she has met throughout her career.

Jane moved to the Pacific northwest in 2004 when her husband Jim accepted a career opportunity, and Jane continued working in the financial services at Wells Fargo, RBC and Stifle Nicolaus.  In 2022 Jane returned to D.A. Davidson after moving back to Missoula to be near family. As an involved parent, grandparent and community member, Jane has spent many volunteer hours with the Girl Scouts of America and St. Joseph’s School. She and Jim enjoy boating, camping, golf, reading and spending as much time as possible with friends and family.