Our Qualifications

Bradley E. Dugdale
Senior Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager

Brad has been with D.A. Davidson since 1982. His primary areas of emphasis include research, security selection, portfolio construction and a deep understanding of the way investment management needs to be flexible and adaptive as life changes occur. With a client base that now includes the third generation of many families, he has helped guide investors through a variety of different market cycles and life events. This experience is especially useful as clients move from the accumulation to distribution phase because strategies must often be modified to meet goals as market conditions continually change. Brad is a graduate of the University of Montana and continues to be heavily involved in the community. His present and former community service includes board membership for the North Idaho College Foundation, Idaho Youth Ranch, Coeur d’Alene Chamber of Commerce, Idaho Council on Economic Education, Kootenai County Airport Advisory Board and the Coeur d’Alene Community Theatre. He has two sons and resides in Hayden Lake with his wife, Shariae.

 

Darin Hayes, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager

Darin has been with D.A. Davidson since 2005. His primary responsibilities with the team are portfolio management, financial planning, researching and reviewing strategies, and oversight of company sponsored retirement plans such as 401(k) plans. He holds the Certified Wealth Strategist® designation which is granted to professionals, like Darin, who have demonstrated an advanced understanding of wealth management and the knowledge to work effectively for clients with more complex wealth issues. Darin is a graduate of the University of Idaho and devotes a considerable amount of time to community organizations. Present and former community service includes board membership for the Kootenai Health Foundation, EXCEL Foundation, LAM Christian Academy and the Coeur d’Alene Chamber of Commerce where he served as chairman of the board. He has one daughter and lives in Coeur d’Alene with his wife, Monique.

 

Kate Absec, FPQP™
Senior Registered Associate

Kate has been with D.A. Davidson since 1995. Her primary areas of expertise are in client communication and service. She is often the first person contacted by clients with inquiries and serves as a bridge between the advisors and clients if they are not immediately available. Kate is an expert in the technology and systems utilized for all administrative responsibilities associated with portfolio management and keeps a watchful eye on cash distributions, incoming assets, required minimum distributions, and account titling and estate settlement. Kate is accessible and is often called upon by the company to provide input when new initiatives or technology are being considered. She holds the Financial Paraplanner Qualified Professional™ designation which has an emphasis on financial planning. Kate has three daughters and lives in Kellogg with her husband, Terry.

 

Marcy Sadler
Client Associate

Marcy joined the Dugdale | Hayes Investment Group and D.A. Davidson in early 2018. In addition to her responsibilities in client communications and service, she is the primary administrative contact for company sponsored retirement plan trustees and participants. She also manages all marketing activities and client events for the team and is an expert in maintaining accurate and up-to-date records to ensure that client goals and objectives are known and easily accessible. Marcy prepares daily activity reports of all client communications, incoming and outgoing transfers of cash, securities and notable life events. These are shared and reviewed daily with team members to provide the highest service possible for clients. Marcy has an associate degree from St. Petersburg College in Florida and is currently working toward her bachelor’s degree in management and organizational leadership for a planned completion date of 2021. She has a daughter and son and currently resides in Spokane Valley, Washington with her husband, Charles.