Lyn joined the Portland office of D.A. Davidson in 2008 after 26 years with Smith Barney. Her career in this industry began on August 12, 1982 when the Dow opened at 777 and closed 43 points higher and the bull market began. She will always remember an early piece of advice, “Never confuse brains with a bull market.” Her experience in managing financial assets through numerous investment cycles provides perspective in guiding clients through increased and ongoing market volatility. After joining D.A. Davidson, she earned the CERTIFIED FINANCIAL PLANNER™ certificate, signifying that she has gained the skills and knowledge to design long-term financial plans unique to each client based on specific objectives, priorities and risk tolerance, and follows a strict code of ethics. She has a degree in economics and business administration from Vanderbilt University and splits her time between Portland and Bend.

Juliann began her career with D.A. Davidson in Seattle in 2013, moved to the Portland office in 2018 and relocated to Bend in 2023. She holds a Business Administration degree from Washington State University and maintains her Series 7 and 66 licenses. She also earned the Financial Paraplanner Qualified Professional™ designation, deepening her expertise in the financial planning process. She prides herself on delivering exceptional client service, offering attentive support and prompt responses to everyday account needs. She loves building meaningful relationships with clients and thrives in the collaborative energy of her team.