Helping you define and achieve your goals with confidence.

Kraig Kerr CFP®, Senior Vice President, Financial Advisor; McKay Burg, CWP, Registered Client Associate; Lisa Lauder, 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 Wealth Management team (A Member of D.A. Davidson & Co.) offers a fresh perspective to wealth management. Our time-tested strategies are based on research, insight, and keen listening to ensure that your plan is customized to your unique situation and objectives. We are dedicated to serving a wide variety of clients including individuals, families, corporations, endowments, 401(k) and other retirement plans.

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.