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 in 2020 was ranked on two of Forbes magazine's lists as one of America's Top 1000 Women Wealth Advisors and as Forbes Best-In-State #78 in Southern California.

 

Margaret grew up in New York and attended Leonard N. Stern School of Business (graduate studies), As an undergrad, Margaret was part of the prestigious CUNY Baccalaureat Program. She is also on the Board of Governors for Chapman University. A fan of the performing arts and fine dining, Margaret and her husband, Dan, reside in Corona Del Mar with their golden retriever, Molly.

 

The Forbes ranking of Best-in-State Wealth Advisors and the Top Women Wealth Advisors, developed by SHOOK Research with data as of June 30, 2019, is based on an algorithm qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research and not indicative of future performance or representative of any one client's experience and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Advisors can pay fees for licensing and marketing purposes. For more information and complete details on methodology, go to https://www.shookresearch.com/a-methodology.html

 

 

 

Anthony Meza, CIMA®  Associate Financial Advisor

Anthony has been a member of the Baldwin Wealth Planning team since 2006. Anthony received his Bachelor of Arts 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 music, 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 helps to create holistic, tailored and wealth planning solutions. She works with clients to understand their options and make decisions designed to constructively advance them toward achieving their goals. April has more than 17 years of financial planning experience and has earned a certificate as a Personal Financial Planner. Previously, she was a Wealth Planner at MUFG Union Bank and Wells Fargo Bank for 11 years, respectively. April holds a master's in psychology from Pepperdine University and a bachelor's in psychology from the University of California, San Diego. She has also completed all of her course work for her doctorate in psychology from Ryokan College.

 

 

Danielle Thies, CFP®, FPQP  Paraplanner

As a paraplanner, Danielle provides operational and administrative support to the southern region of D.A. Davidson, and is a member of the firm's Planning Resource Center (PRC). The PRC provides coaching and resources to Financial Advisors to enhance their own proficiency with the planning process. Danielle is a CERTIFIED FINANCIAL PLANNER™ and Financial Paraplanner Qualified 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.