Our Qualifications

 

Margaret Baldwin, CRPC®  Senior Vice President, Financial Advisor

Margaret joined D.A. Davidson in October 2017, further extending her successful 38 year career in the industry. She is a Chartered Retirement Planning CounselorSM (CRPC) and was named to Forbes magazine's list as one of America's Top 200 Women Wealth Advisors in 2017. Margaret grew up in New York and attended Leonard N. Stern School of Business and the C.U.N.Y. Baccalaureat Program. She is also on the Board of Governors for Chapman University. A fan of symphony and opera, Margaret and her husband, Dan, reside in Corona Del Mar with their golden retriever, Molly.

 

America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience.  Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.  For more information: www.SHOOKresearch.com

 

Anthony Meza, CIMA®  Associate Financial Advisor

Anthony has been a member the Baldwin Wealth Planning team since 2006. Anthony received his B.A. in Economics from the University of California, Irvine. He is a member of the Investments and Wealth Institute.  Anthony earned the designation of Certified Investment Management Analyst (CIMA©) after completing coursework at the University of Chicago Booth School of Business.  Anthony resides in Mission Viejo with his wife, Michelle, and their two young sons, Carter and Wesley.  Outside of the office Anthony enjoys helping his sons with their musical, sports, and educational activities.

 

 

Gloria Cabre  Client Associate

 

Our Integrated Wealth Planning Solutions Strategic Partners offer expertise in financial, estate, and wealth planning.

April Zee  Associate Director, Wealth Planning

April creates holistic, tailored and objective wealth planning solutions by helping clients first explore, then more clearly identify, what is most important to them. April has more than 15 years of financial experience and has earned a certificate as a Personal Financial Planner. She holds a master's in psychology from Pepperdine University and a bachelor's in psychology from the University of California, San Diego. She has completed course work for her doctorate in psychology from Ryokan College.

 

 

Danielle Thies, CFP®, FPQP  Paraplanner

Danielle provides administrative support to April Zee and is also a member of the firm's Planning Resource Center. The Planning Resource Center provides coaching and resources to Financial Advisors to enhance their own proficiency with the planning process. The team consists of Daryl, Danielle, and two rotating apprentice financial advisors.  Danielle is a CERTIFIED FINANCIAL PLANNER™ and Financial Paraplanner Qualfied Professional™. She worked in the mortgage industry before joining D.A. Davidson in 2014 and holds a bachelor's degree in mathematics/economics from the University of California, Los Angeles.

 

 

Brittany 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 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. Britt's 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. She most recently led a point of sale team focused on serving the nation's largest institutions. Britt has served as a board member of the Professional Life Advisors Network (PLAN - 2019) and the National Association of Independent Life Brokerage Agencies (NAILBA - 2018). In 2018, she received the NAILBA Chairman's Award for going above and beyond to serve her industry, community and colleagues. She currently serves on two advisory council boards for major insurance carriers.

James Ragan, CFA Director of Wealth Management Research

James has spent over 20 years in the financial services industry and is co-manager of the D.A. Davidson Focus List and Dividend Achievers model portfolios. James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients. James previously held positions at Paine Webber (now UBS) and the Federal Reserve Bank of San Francisco. As an equity analyst, he has been a generalist with expertise across multiple sectors and special situations. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor's degree in economics/management and also holds the Chartered Financial Analyst®  designation.

 

Steven 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.

 

Hedley (Lea) Greene  Senior Vice President, Co-Director of Wealth Planning

Lea assists clients in defining their estate planning, business succession and philanthropic goals, and develops road maps to accomplish them. He is an attorney with over 35 years of private practice centered on estate planning and business representation with an emphasis on tax, corporate and partnership law, acquisitions and mergers, financial institutions, real estate, estate planning and elder law. Lea is an alumnus of Stanford University and the University of Washington, and holds an MBA from Western New England College and a master's in taxation from Gonzaga University. He received his law degree, magna cum laude, from Gonzaga University School of Law.