Our Team

Nancy Hadley, CFP®, CWS®   Senior Vice President, Financial Advisor

Drawing on my work and personal life experiences, as well as my knowledge and experience as a Financial Advisor and financial planner, I guide my clients through the challenges they face with understanding and compassion, helping them make decisions toward their long-term financial goals.

My extensive background in accounting provides a strong foundation for my financial practice. Having worked for a CPA for several years, I prepared financial statements for businesses, managed payroll, accounts receivable and accounts payable, and gained experience in income tax preparation. Subsequent positions provided me with additional experience in cost and production accounting, and sales.

Prior to becoming a Financial Advisor, I managed a multi-million dollar corporation in the hospitality and real estate development industry. The experience of building and financing major business projects, and analyzing cash flow to ensure viability, has proven invaluable to my practice.

My work and personal experiences have enabled me to demonstrate ideas and concepts and provide real-life examples that enhance my ability to serve my clients.


  • CERTIFIED FINANCIAL PLANNER™ Professional, College for Financial Planning
  • Certified Wealth Strategist®, Cannon Financial Institute


  • Financial Planning Association
  • Spokane Chapter of the FPA, North Idaho representative
  • Sandpoint Rotary, past president
  • Idaho Department of Fish and Game, former commissioner
  • Western Association of Fish and Wildlife Agencies, honorary lifetime member
  • Rocky Mountain Elk Foundation, Selkirk Crest Chapter

Personal Interests:

Keeping a balance between family and work is very important to me. My husband and I spend most of our free time enjoying the outdoors. Our two sons and their families join us occasionally on our outdoor adventures and family dinners.

I am dually passionate about wildlife conservation and giving back to the community that has offered me so many opportunities.

Daniel Hanson  Financial Advisor

A commitment to listening, understanding and problem-solving is at the core of my relationships with our clients. I help define what is most important to you, prioritize what you want to accomplish, and help you make sense of today's investment environment, as we prepare for your future.

My experience, knowledge and disciplined planning process combined with understanding your unique set of circumstances means that your personal action plan is designed to help you navigate today's financial world with confidence.

Six years of working in the construction industry has helped me develop a strong work ethic as well as problem solving and adaptive planning skills. It also caused me to realize that long hours and working away from home would make it difficult to start and maintain a family—coaching my kids and being home with family at night.

With that in mind, when I was presented with an opportunity to join a wealth advisory business that was experiencing strong growth, I decided to finish my college education and help continue to service and expand the business. After graduating magna cum laude with a Bachelor of Science in Economics and Finance from Southern New Hampshire University, I serve our clients as a Financial Advisor in D.A. Davidson's offices in downtown Coeur d'Alene and Sandpoint.

A Sandpoint native, I spend a lot of our family time with my wife, Melissa, hiking around the woods and skiing the slopes of Schweitzer. With Lake Pend O'reille less than a stone's throw away, we enjoy taking our dogs swimming and spending the summer on the lake.

Sue Brunner, FPQP™  Supervisory Branch Operations Manager, Senior Registered Associate

Listening to the unique stories behind the lives of our clients helps me understand how best to provide assistance to them individually, whether working for an immediate solution, researching an issue and following up promptly, or coordinating an in-person meeting.

I enjoy explaining the many facets of the financial world. Some of my favorite discussions include working with employees and employers on their various types of retirement plans, explaining the processes for making contributions to—or distributions from—accounts, and delineating differences in account types.

For years I taught piano to people of all ages, backgrounds and talents. This experience and my developed ability to work with different types of personalities have proven invaluable to me in the financial industry. With varying goals and investment objectives, each client must be treated as an individual; helping clients navigate through their diverse needs and circumstances is a passion and joy of mine.


  • B.S. in Instrumental Performance, University of Idaho
  • B.S. in Business Administration, Lewis-Clark State College, summa cum laude
  • Financial Paraplanner Qualifed ProfessionalTM, College for Financial Planning

Having lived in North Idaho most of our lives, my husband and I have been married over 30 years. We have three children and continually remind them how lucky we are to live in an area rich with mountains, lakes and wildlife—though I could do without the deer that eat my petunias for breakfast every summer!

Our family spends many hours on the Spokane River during the summer—swimming, waterskiing and puttering around in our boat. Weather permitting, I also love taking my dog for walks (but in all honesty, she really walks me!).