Pathwise Group's suite of services enables each of our worksites to customize their solution and improve true employee engagement. Use one or use all and your employee benefits will be enhanced.We work with industry leads to make sure you are working with only the best. All our services are streamlined and efficient, making less work for you!Evidence shows financial stresses negatively impact employees. We provide you with data needed to make informed decisions, ensure they are supported, educated, and have access to the professionals they need.

Pathwise Group

Founder and Senior Strategist

Senior Vice President of Organizational Development

President of Northern Region and Member of the Corporate Management Committee

Senior Vice President, Consumer Products Marketing

Officer, AVP and Vice President

Director of Administration and Research and Adjunct Faculty, Psychology Department

Administrative Assistant

Tax Preparer Specialist

Wealth Management Associate

Wealth Management Intern

Internal Audit Intern

Audit Tax Intern

Director, Account Executives & Client Relationships

Account Executive

Hotel General Manager

Vice President Operations

Faculty /Leadership Team Member

Registered Nurse

Google Cloud Hosting

Bootstrap Framework

Mobile Friendly

WordPress.org

Google Tag Manager

Google Font API

At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S.Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions.We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.Business units include:• Wealth Management• Trust Services• Investment Management• Equity Capital Markets• Investment Banking• Fixed Income Capital Markets

Senior Advisory Program Manager

Senior Research Analyst

Director of Private Trust Development

Vice President, Trust Officer

D.A. Davidson Companies

Vice President - Investment Banking

Director of Corporate Development (M&A) & Strategy

Vice President Investment Banking

Investment Banking Senior Associate

Corporate Development / M&A

Investment Banking Analyst

Underwriter (Financial Risk)

Managing Director, Institutional Sales

Senior Vice President, Institutional Sales

Associate Vice President, Institutional Sales

Credit Risk Analyst

Managing Director - Financial Technology Investment Banking

Director

Vice President

Associate

JD/MBA Candidate

Summer Associate - Restructuring

Hedge Fund Analyst

Senior Hedge Fund Investment Research Analyst

Senior Information Technology Consultant

Senior Software Engineering

Software Developer

Database Manager

Lecturer

Senior Public Finance Associate

Post Closer

Associate, Marketing and Corporate Access

HR and Administrative Assistant

Office Assistant

World Wide Travel Agent

Support Staff

North American Travel Consultant

George Fox Yearbook Editor

Sandwich Artist

Equity Research Associate

Staff Accountant

Accounting Intern

Deck Manager

AVP Lead Business Tools Analyst and Training

CloudFlare CDN

ZoneEdit

Rackspace MailGun

Sendgrid

Mimecast

Outlook

Always advancing. Always progressing. From curiosity to clarity to results. That's Wipfli.We're Wipfli, a top 20 advisory firm with a strong CPA foundation serving 59,000 clients across today's most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core we remain committed to curiosity and our clients.Our more than 3,200 associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government.Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities.We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future.We know that diversity makes us all stronger.Visit www.wipfli.com/EmailSignup to get updates from our team.You can also find us on Facebook and Twitter at:- Twitter: www.twitter.com/Wipfli_LLP- Facebook: www.facebook.com/WipfliLLPSpecialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.

Taylor Eggebrecht

Tax Preparer Specialist at Pathwise Group

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