Our Qualifications

fleenorBill Fleenor
Senior Vice President, Financial Advisor

Bill is excellent at simplifying complicated investment concepts to help clients see the big picture. He brings over 30 years of experience helping clients with a multi-generational approach to preserving and growing wealth through careful planning and investment strategies.

Bill grew up in Walla Walla, working in his family-owned grocery store and went on to earn a bachelor’s degree in business administration from the University of Washington. He has been with D.A. Davidson since 2006.

In his free time, Bill is an avid golfer, as well as the coach for the College Place High School golf team. He is also a huge UW football fan and has been to every home game for over 50 years.

 

zaroBrandon Zaro, CWS®
Associate Vice President, Financial Advisor

Being a good listener, analytical and thorough, Brandon leads our clients through the financial planning process starting with their goals and working backwards to determine the proper investments and financial tools to help them achieve success. He is dedicated to helping clients maximize financial results and minimize financial mistakes. 

Brandon grew up on an alfalfa seed farm West of Walla Walla and developed a passion for investments over 20 years ago while still in high school. He went on to earn a bachelor’s degree in finance from Washington State University and spent nearly a decade as a financial advisor for Raymond James Financial Services before joining D.A. Davidson & Co. in 2017.

Outside of the office, Brandon gives back as a member of Lions Club and serves on the board for Walla Walla Community Hospice. He also has season tickets to WSU football games and enjoys golfing, boating and just about anything outdoors.


Our Extended Team of Wealth Management Experts

Through us, you have access to our integrated Wealth Planning Strategic Partners, offering expertise in financial, estate and wealth planning.

 

zeeApril Zee
Associate Director, Wealth Planning

April helps to create holistic and tailored wealth planning solutions. She works with clients to understand their options and make decisions designed to constructively advance them toward achieving their goals. April has more than 17 years of financial planning experience and has earned a certificate as a Personal Financial Planner. Previously, she was a Wealth Planner at MUFG Union Bank and Wells Fargo Bank for 11 years, respectively. April holds a master’s in psychology from Pepperdine University and a bachelor’s in psychology from the University of California, San Diego. She has also completed all of her course work for her doctorate in psychology from Ryokan College.

 

crossBrittany Cross
Vice President, Director of Insurance and Annuities

Britt is dedicated to bringing holistic risk management solutions to light as part of an overall financial plan for individuals, estates and businesses. She started in the industry in 2004 and has held multiple positions that helped contribute to her understanding of the insurance and annuity marketplace. Her responsibilities have included point of sale, education, marketing, and rollout of annuities, life insurance, disability, and asset-based LTC to financial institutions and national banks. Britt most recently led a point of sale team focused on serving the nation’s largest institutions. She currently serves on two advisory council boards for major insurance carriers.

 

condonSteve Condon
President, Asset Management and Trust

Steve oversees the asset management and trust divisions at D.A. Davidson Companies. Within D.A. Davidson Trust Company, he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm’s team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor’s degree in business administration from the University of Minnesota’s Carlson School of Management.

 

mccormickAmy McCormick
Vice President, Trust Officer

Amy has an extensive background in trust administration, especially in the area of Special Needs Trusts. Prior to joining D.A. Davidson, she was with Wells Fargo Special Needs Trust Services for almost 10 years. Previously, she was an attorney in private practice in Seattle where she specialized in estate planning, elder law, guardianship and real estate transactions.

Amy earned a bachelor’s degree in psychobiology from Occidental College, an MPH in community health sciences from UCLA, and a law degree from Seattle University. She is a member of the Washington State Bar Association and the King County Bar Association.