Leadership
In Memory of Don Thomas* CFP®
Certified Financial Planner
Donald “Don” LeRoy Thomas, age 59, formerly of Port Townsend, Washington, passed away peacefully on April 29, 2021,in Kirkland, Wash., after a long and courageous battle with cancer. Though he worked for other financial institutions during his career, Don’s biggest contribution was the 23 years he spent as Chief Operations Officer, Vice President and Equities Director for David White & Associates in San Ramon, California. Don will be remembered for his engaging smile, enthusiastic attitude, hilarious sense of humor, kind heart, and zest for life. Don made friends easily and naturally and always saw the positive side of life — may our friend Rest in Peace. A scholarship has been set up in Don’s honor; contributions may be made to: PTHS Scholarship Foundation, Attn: Donald L. Thomas Memorial Scholarship, PO Box 1658, Port Townsend, WA 98368.
Advisors
Senior Partner
Financial Advisor
Financial Advisor
Senior Partner
Financial Advisor
Financial Advisor
Senior Partner
Financial Professional
Financial Professional
Senior Partner
Financial Advisor
Financial Advisor
Senior Partner
Financial Advisor
Financial Advisor
Senior Partner
Financial Professional
Financial Professional
Senior Partner
Financial Advisor
Financial Advisor
Senior Partner
Financial Advisor
Financial Advisor

Partner
Financial Advisor
Financial Advisor

Financial Advisor

Financial Planner

Financial Professional

Financial Professional

Financial Professional

Financial Professional

Associate Advisor

Senior Partner
Financial planner - Retired
Financial planner - Retired

Senior Partner
Certified Financial Planner™
Certified Financial Planner™

Senior Partner
Financial planner - Retired
Financial planner - Retired
Staff

Assistant to Kirk Dobson
and Chris Riel
and Chris Riel

Assistant to Terry Adami, David Zook and Sheri Graybehl

Assistant to Matt Dolan
and Matt Kay
and Matt Kay

Financial Advisor/Paraplanner Team Leader

Senior Underwriter

Assistant to Brad Tarter, Scott Pence & Sheri Graybehl

Underwriting & Business Manager, Securities Processor &
Assistant to Matt Dolan
Assistant to Matt Dolan

Operations Manager Executive Assistant to Christopher White

Administrative Assistant

Executive Assistant
Receptionist
Receptionist

Executive Assistant to David Lucas

Executive Assistant to
David White
David White