Todd Preston CWS®, Senior Vice President, Financial Advisor, Branch Manager; Marci Funk, Supervisory Branch Operations Manager, Registered Client Associate
Preston Group Wealth Strategies specializes in building financial plans with a big picture perspective. Our planning process is designed around you and your life goals. At D.A. Davidson, we align your investments, cash flow, and insurance to your long term financial and estate plans to construct a comprehensive wealth management plan. Our plans and advice are straightforward so that you can have the future you want with peace of mind along the way.
Click below to read about Todd in the Billings Gazette: