Dan Leach
Career/Positions: Senior Vice President, Financial Advisor, Branch Manager with D.A. Davidson
Skills/Expertise: Strategy, Investments, Finance
Short Bio: As a Financial Advisor, my team helps clients and their families managed, protect and grow their wealth. I joined D.A. Davidson in 2006 and started managing the Everett office of D.A. Davidson in 2015. I attended the University of Washington, graduating with a B.A. in Business Administration / Finance and a member of Phi Beta Kappa. I earned the CFA designation in 2011 and hold the Certified Wealth Strategist designation. Outside of the office, I have been involved with many non-profits including the South Everett Mukilteo Rotary Club, Homage Senior Services, the Snohomish County Estate Planning Council, the YMCA of Snohomish County and others. My wife, Shannon, and I live in Everett with our 5 small children.
Hobbies/Interests: Golf, UW sports, hiking, traveling, running, skiing