About Us

John P. Peterson
Senior Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager

John joined D.A. Davidson & Co. in 2008, bringing with him nearly 30 years of financial services industry experience. Through his background, he lends knowledge and expertise to the firm as both a Branch Manager and a Financial Advisor. A lifelong lover of the Pacific Northwest, John earned his bachelor’s degree from the University of Washington. Sharing a passion for the outdoors, John and his wife, Rebecca, enjoy gardening and landscaping at their home in Leavenworth. If not in the office or the garden, John can often be found hitting the trails of his beloved community – either on a mountain bike or skis. Three grown sons, Kyle, Eric, and Brett, complete the Peterson family.

 

Curtis Harvey
Vice President, Financial Advisor

Curtis brings both a wealth of experience and a local understanding to his professional life. With over 20 years of experience in the investment industry, he offers impressive knowledge and a client-first service sensibility to help his clients financially strategize, plan, and invest. After earning his degree in business from the University of Washington, Curtis’s love for all things outdoors lured him back to the Wenatchee area. Outdoor activities call to him: golf, fishing, hunting, skiing, and photography are among his favorites. Curtis is also a committed Kiwanis volunteer who, through that organization, fulfills his passion for community service and involvement.

 

Kyle Peterson, CWS®
Vice President, Financial Advisor, Portfolio Manager, Co-Branch Manager

Kyle’s roots run deep in his hometown of Wenatchee. After beginning his career with a firm in Denver, Kyle was drawn back home to Wenatchee, where he joined D.A. Davidson & Co. as a Financial Advisor. With that experience, he has been in the business of financial services for nearly a decade. Through the resources of D.A. Davidson, Kyle offers a wide range of services that include financial strategies, investment advice and legacy planning. While assisting clients and their families through the process of planning for their futures, he has implemented the values of relationship building and open communication by serving as a trusted financial professional. Kyle is a graduate of Washington State University, where he earned a degree in business administration. In his free time, he enjoys mountain bike racing and snow skiing and has been involved with Vail Colorado Resorts to teach the importance of safety in high-altitude sports. Kyle, his wife, Katherine, and their daughter, Stella, make their home in Leavenworth.

Brett Peterson
Financial Advisor

Brett believes strongly in open communication and transparency. He is dedicated to helping individuals and families achieve their financial goals through comprehensive wealth planning, a personalized investment strategy, broad diversification and appropriate risk assessment. A solid financial plan serves as the backbone of honest and supportive financial advice, and the ongoing planning process is truly as valuable as the plan itself. 

A native of Wenatchee, Brett spent several years working with a technology firm in the Seattle area before moving back to the Wenatchee Valley. He joined the Riverfront Wealth Management Group in 2019, bringing a fresh approach and innovation to the team. Brett earned his bachelor’s degree in business administration, with a focus in finance, from Washington State University. Outside of work, you can find him on the mountain bike trails, ski hill, and at the park with his dog, Cinder. Brett has enjoyed rediscovering Wenatchee and reconnecting with family and friends.

 

Jean Biles
Registered Client Associate

Jean began her career with Morgan Stanley Smith Barney and has been with D.A. Davidson & Co. since 2009. As a Registered Client Associate, she works closely with the team’s clients and is a vital part of the team’s success. Jean is a Wenatchee native and enjoys all that Wenatchee has to offer: day hikes, bicycling the Apple Capital Loop, and enjoying time with friends and family. She and her husband, Mike, have two grown children, Michelle and Buzz.
 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck