Jacob started his career as an intern at D.A. Davidson, and worked at UBS Financial before returning to D.A. Davidson permanently.

Jacob holds a business finance degree from Montana State University and the Certified Wealth Strategist® (CWS®) designation from the Cannon Financial Institute. The CWS® designation is granted to professionals, like Jacob, who have demonstrated an advanced understanding of wealth management. Obtaining the designation provides financial services professionals with the technical knowledge and critical client communication skills to work effectively for clients with more complex wealth issues.

Outside of work, Jacob is active in the Havre community with Lions Club, and was past president of the Havre Chamber of Commerce. He also volunteers with the Eagle Creek Ski Patrol.

Jacob enjoys spending time with his wife and two children, and a wide range of outdoor activities, particularly skiing, golfing, fly fishing and, most recently, beekeeping.

"My dad helps people save money" are the words Curt's oldest son uses to describe his dad's profession. This statement is a true reflection of Curt's passion to help others make thought-out financial decisions that they will feel satisfied with today, tomorrow and for years to come.

Curt joined D.A. Davidson in 2016 after spending the first 10 years of his career as a Certified Public Accountant (CPA), where he interacted with individuals, businesses, nonprofits and estates. With the desire to be viewed as a most trusted advisor for all phases of finances, Curt transitioned to D.A. Davidson and has since found his passion as a financial advisor.

Curt holds bachelor's degrees in business finance and accounting from Carroll College in Helena and the Certified Wealth Strategist® (CWS®) designation from the Cannon Financial Institute. The CWS® designation is granted to professionals, like Curt, who have demonstrated an advanced understanding of wealth management and the knowledge to work effectively for clients with more complex wealth issues.

Curt is the fifth generation to call Havre and the Hi-Line "Home." The Lineweaver farming homestead is located in the local area. Curt has been blessed with a wife and two boys. In his free time, he can be found exploring the great outdoors of North Central Montana, hunting, fishing and camping with his family or enjoying a conversation with relatives, friends or someone he just met. Curt is active in the local community with the Havre Chamber of Commerce, Lions Club and various other organizations.
 

Ashlynn serves as the client associate to facilitate and support the administrative tasks for the team. Ashlynn was born and raised in Havre, Montana and earned an associate degree in Radiologic Technologies from MSU-Billing. She returned to the Hi-Line and has lived in Havre since 2017. Ashlynn and her husband, Casey have three children Blake, Brooklynn and Benton. Ashlynn enjoys camping, running, anything outdoors and spending time with family.