Our Qualifications

Jacob Werner, CFP®
Senior Vice President, Financial Advisor

With strong experience to back him, Jake is well-versed in the wealth management issues facing his clients. He joined D.A. Davidson & Co. in 2007 after previous work with another firm. Since then, he has earned the Certified Financial Planner™ certification, adding to his ability to offer holistic financial planning and wealth management strategies that are specific to each client.

Born and raised in Oregon, Jake attended the University of Oregon, earning a bachelor’s degree in both political science and sociology before moving to Montana. He is a former Board President for both the Big Brothers Big Sisters of Gallatin County board of directors and Congregation Beth Shalom in Bozeman. Jake and his wife, Kama, have two active daughters, Quinn and Lauren.

 

 
   
   

Paula Stocker, CWS®
Associate Financial Advisor

Paula believes the best wealth management advice is tailored to each client’s unique objectives and circumstance. Using a personalized approach, she works alongside investors to help each one develop a strategy that is realistic and reachable. Paula has been with D.A. Davidson & Co. since 2000, first working in a supportive role before becoming an Associate Financial Advisor as a reflection of her increasing expertise and desire to work more closely with clients. She has earned the Certified Wealth Strategist™ designation to sharpen her skills for working alongside investors with complex financial issues.

Paula earned a bachelor’s degree in history, with an emphasis in European studies and French, from Montana State University. A Tae Kwon-Do instructor since 2002, she also is a past board member for THRIVE and a mentor for the Child Advancement Project. Paula and her husband, Brad, are the proud parents of a daughter, Pharis.

 

 
   
   

Tawny Hill
Registered Client Associate

Tawny joined D.A. Davidson in 2014 as a registered client associate. In this role, she is instrumental in facilitating a seamless client experience and enjoys the opportunity to build relationships with the team’s clients.

Originally from Sitka, Alaska, Tawny has called Bozeman home for over a decade. She received her degree in industrial engineering with a minor in applied mathematics from Montana State University. Tawny and her husband, Logan, enjoy spending time outdoors and, depending on the season, can often be found skiing and mountain biking.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck