Our Qualifications

Benjamin Milbrath
Senior Vice President, Financial Advisor

Benjamin has served as a financial advisor and registered representative since 1993. Throughout his career, he has consistently been recognized for professional achievements in the financial industry.

Benjamin's areas of focus include investment management, retirement income planning, and life insurance. He greatly enjoys the estate planning process, utilizing the resources of D.A. Davidson. Benjamin works collaboratively with clients' tax and legal professionals to help achieve a holistic estate plan. He continually challenges himself to stay current with the changing landscape of the industry, planning strategies, and financial trends. Clients can see the evidence of his depth of education and knowledge in the counsel he provides through all financial climates. In addition to going above and beyond any continuing education requirements, Benjamin firmly believes in, and adheres to, a strict professional code of ethics.

Benjamin began his financial services career working alongside his father in Minneapolis and went on to serve as a solo practitioner after his father retired. Benjamin joined his uncle's team in 2006, consolidating the two businesses with D.A. Davidson in Spokane, until his uncle's retirement in 2011.

Before becoming an advisor, Benjamin earned a bachelor's degree from the University of Minnesota and worked in the computer industry. He lives in Spokane with his wife, Mary, and has two adult daughters, Allison and Jennifer, who are currently building their own careers. Benjamin loves being in the Pacific Northwest and close to the mountains of Idaho. He also likes to stay close to the lakes of Minnesota. His passions include traveling, real estate, boating, wine collecting, and reading.

 

Jessicca Rude, CWS®, FPQP™
Senior Registered Practice Coordinator

Jessicca is committed to offering high-quality service with a personalized approach. A skilled listener, she makes it a priority to fully focus on understanding each client's financial needs, long-term objectives, and lifestyle aspirations. She works closely with Benjamin to keep clients well-informed about their portfolios and the current investment environment.

Jessicca began working at D.A. Davidson in 2014 shortly after receiving a bachelor's degree in business administration with an emphasis in accounting. She became registered as a general securities representative in 2015 and joined Great Northern Investment Partners in 2016. Jessicca continually goes to great lengths to improve her education and basic knowledge. She has obtained Certified Wealth Strategist^® and Financial Paraplanner Qualified Professional^SM designations as well as her insurance license. These designations have provided her with the technical and critical knowledge to work effectively with clients on complex wealth issues.

Away from the office, Jessicca enjoys spending time with her son, Adam. Adam and Jessicca enjoy exploring all the activities the Pacific Northwest has to offer, such as camping, hiking, and boating.  She is a dedicated patron of the theatre and enjoys supporting and creating all types of art.

 

Lisa Flaherty
Client Associate

Beyond providing excellent client support, Lisa primarily focuses on account processing, cashiering/money movement, scheduling meetings, answering operational questions, and ensuring accuracy of documentation and client correspondence.

In 1990, Lisa started in the securities industry in Seattle at Shearson Lehman Brothers and moved to Spokane four years later with Dain Bosworth and then to D.A. Davidson. In 2001, she took a career break to raise her children and work at an elementary school before returning to D.A. Davidson in 2016. In 2019, Lisa joined Great Northern Investment Partners as a Client Associate.

Lisa and her husband, Andy, grew up in Montana and still have deep roots there. They have made Spokane their home for the last 30 years. They have two  adult children, McKenzie and Michael. In her free time, Lisa loves gardening, walking, and spending time with family and friends.

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As a client of Great Northern Investment Partners, you have access to a wide range of wealth management services and solutions. Benjamin's knowledge and experience combines with the skills of other D.A. Davidson professionals in estate, insurance, financial and retirement planning to bring you a truly collaborative experience in developing a comprehensive wealth management plan designed to meet your long-term goals.

OUR EXTENDED TEAM

Steve 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.