Kevin’s roots run deep in the Rogue Valley. After a fulfilling career at Rogue Valley Manor where he led a top retirement community, he joined D.A. Davidson as a financial advisor in 2013.

Kevin’s history of strong management and advocating for those he serves is a unique foundation for his role in wealth management. He earned his Certified Wealth Strategist^® designation, adding more depth as a retirement and wealth planning professional.

Hard work, dedication, and integrity are the cornerstones of Kevin’s practice. A focus on sensible portfolio growth with an eye on risk management, tax and cost efficiency, and excellent service are the standards his clients can expect. Kevin graduated from Southern Oregon University where he earned a degree in business administration with a minor in economics. He resides in Medford with his wife, Melissa. They have a son, Connor, and daughter, Darby.

Growing up on the Rogue River instilled in Kevin a deep appreciation for the outdoors. Fishing, hiking, mountain bike riding, and family time are a few of his favorite pastimes.

As a client associate, Debbie focuses on providing clients with exceptional service. She is the first person you should call if you have any questions about your financial planning process, and will ensure the appropriate member of the team responds to your query in a timely manner.

Debbie began her career in the financial industry in 1999, giving her a broad-based perspective on important topics. Prior to joining D.A. Davidson, she served in various capacities, including as a branch administrator. She holds her registered representative license.

Debbie attended the University of Oregon and culinary school in Barolo, Italy. She still enjoys cooking for her family — husband Jesse and their four children. She also enjoys spending time outdoors attending one of the many sporting events her children and husband play and coach.

Jonna is an Associate Financial Advisor and an integral part of McLoughlin Wealth Management. She began her career in wealth management at D.A. Davidson January 2022.

Personally, Jonna’s relationship and commitment to investing began in her early 20s through a variety of investment vehicles. Since that time, she has continuously invested in her and her family’s financial future.

Professionally, Jonna has an extensive background in retirement living, having worked directly with over 1,000 residents and their representatives, assisting at all levels of care with the most recent eight years working as a Health Care Administrator. These experiences enhance her perspective when advising clients, especially during life’s key moments.

Jonna received her bachelor’s degree in business administration with a minor in economics from Southern Oregon University in 2001.

Jonna and her spouse, Brian, are proud parents of two daughters, Isabella and Ava. In her free time, she enjoys running and recently completed her third marathon. Jonna also enjoys meeting new people, being active in the outdoors, and spending time with her family.