Mr. Crowell serves as Vice Chairman of Wealth Management, D.A. Davidson & Co. He has been a director of D.A. Davidson Companies since the 2013 merger of D.A. Davidson and Crowell Weedon. Prior to his financial services career, which began in 1995 with Crowell Weedon, Mr. Crowell was associated with Russ Reid Company, an advertising agency serving nonprofit organizations. He serves on the board of the YMCA of Metropolitan Los Angeles as well as Five Acres Children’s Aid Society in Altadena, California. A native Californian, Mr. Crowell graduated from Stanford University and earned a postgraduate degree from the London School of Economics and Political Science. He has two grown children, Thomas and Christine, and resides in Arcadia, California.

With over 40 years in the financial services industry, Blake brings knowledge and experience to his practice. Since joining D.A. Davidson in 2006, Blake has applied his skill and knowledge to his position as Portfolio Manager for Crowell Weedon Asset Management–Montecito Investment Portfolios; additionally, he served as Branch Manager of D.A. Davidson’s Fresno office. A graduate of UC Santa Cruz and a third-generation California native, Blake has relocated to Tallahassee, Florida, but remains closely connected to his roots and continues to spend time in California. Away from the office, he enjoys golf, skiing, travel, and spending time with daughter
Vanessa and son Mason.

Including his time with D.A. Davidson, Jarrett has over 20 years of experience in the financial services industry. After graduating from Fresno State University, Jarrett developed a comprehensive skill set from experience through various positions at UBS, Seidler, and as former Operations Manager and Branch Manager for the Fresno branch of D.A. Davidson. Now he serves as Portfolio Manager at Crowell Weedon Asset Management–Montecito Investment Portfolios. Recognizing the importance of education in his field, Jarrett also received his Chartered Financial Analyst® (CFA®) designation in 2011. Outside of the office, life centers around sports and family for the father of four. Jarrett enjoys tennis, basketball, and golf in addition to spending time with his wife, Sarah, daughters Lily, Chloe, Anna and son Aidan.

With a diverse and extensive background in financial services, Michelle is a CERTIFIED FINANCIAL PLANNER® professional based in D.A. Davidson’s Fresno office. She supports a team of financial advisors and works with clients to create and implement personalized financial plans. Prior to her current role, Michelle developed a strong foundation in payroll and employment tax reporting. She holds a bachelor’s degree in English from California State University, Fresno, and has obtained her Series 7 and 66 securities licenses. An animal lover, Michelle enjoys spending time with her pets, attending live music events, hiking, and traveling with her husband, Peter.

With 20 years of experience in financial services, Summer has a broad range of experience, from banking, lending (including mortgages, small business and college loans) and even owning her own business working as a small family office in the entertainment industry. Summer obtained her MBA in Finance from Cal Lutheran University in 2009 and earned her CERTIFIED FINANCIAL PLANNER® certification in 2017. Summer has obtained her Series 7, 66, 9 and 10 securities licenses. In her spare-time she can usually be found with her 85lb fur-child, Auggie; an energetic golden-sheepadoodle with boundless energy.

Elen graduated from UC San Diego with a degree in Business Economics. She has prior experience in marketing where she supported multiple campaigns and client initiatives. Elen is working towards obtaining her securities licenses and becoming a registered client associate. In her free time, she enjoys being active by playing tennis, basketball, pickleball, and spending time with her adorable puppy, Lucy.