Kyle Reep, Scott Elliott and Heidi Agnew
At the Reep / Elliott Group, financial advisors with D.A. Davidson & Co., we help our clients by working together to develop a plan that positions them to live the style of retirement they want.
Whether traveling, leaving a legacy, having a sustained income stream, or achieving other retirement goals, we work with you to determine the cash flow necessary to make your dreams a reality.
Each of our team members has over 16 years of industry experience, providing us valuable insight into the multi-faceted, dynamic cycles of the market. We also have access to our firm’s team of wealth planning, retirement plan services, insurance, trust, and research professionals, allowing us to provide a comprehensive and customized plan for you and your family.
We intentionally limit our client base to provide clients with the time and service they deserve; this year we plan to add just 10 new families.
As our valued client, we look forward to helping you as your trusted financial partner through all stages of your investment and retirement life.
Newsletters
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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.