Rex has over 46 years of experience helping clients through their life's key moments and creating family legacies. He has been with D.A. Davidson & Co. since 1997. Rex is a CERTIFIED FINANCIAL PLANNER^® practitioner and a CPA. Rex has been married to Mary Thornton for 46 years. They have five grown children and 18 grandchildren. He is a 1972 graduate from the University of Utah.

Andrew attended Utah Valley University earning a Bachelor's degree in Personal Financial Planning and distinguished himself by winning two national financial planning competitions at UVU. In 2023, Andrew joined D.A. Davidson and quickly expanded the practice with a fresh perspective and innovative strategies. Andrew takes a personalized approach to wealth management and financial planning, ensuring clients receive strategic and informed advice to help them navigate their financial future with confidence.

Outside of work, Andrew enjoys sports, traveling, and most of all, spending time with his wife, Hannah, and son, Cameron.

Stephanie has spent the past several years working in financial services. She is committed to continue building strong relationships with clients and providing them with personalized assistance that aligns with their unique goals and needs. She is a driven and enthusiastic professional who is always looking for ways to improve and grow in her career.