Helping you define and achieve your goals with confidence.

Kraig Kerr CFP®, Senior Vice President, Financial Advisor; McKay Burg, CWP, Registered Client Associate; Lisa Clunas, Registered Client Associate; Michael Larlee, CFP®, CRPC®, Vice President, Financial Advisor; Brendan Kerr, Financial Advisor

With strategic thinking, individual attention, and backed by the reputation and resources of locally-based D.A. Davidson & Co., the Kerr-Larlee team (A Member of D.A. Davidson & Co.) helps clients achieve their financial objectives through sophisticated strategies and personalized solutions. We work closely with clients to create roadmaps for building and preserving wealth over multiple generations and provide trusted advice through life's key moments.

Because we know that time is one of your most valuable resources, we deliver the depth of information you desire, when you need it, and in the form that you prefer. We are accessible, involved and responsive. You don't get a call center when you pick up the phone. You get us. Let's start the conversation about your specific goals.