Our Qualifications

Jeff Decker, CWS®
Senior Vice President, Financial Advisor

Financial Services Experience: Since 1992
Areas of Focus:    • Portfolio management • Mutual funds • Wealth strategy 
                            • Separately managed accounts • Long-term planning
Education: • Bachelor’s degree in Finance, University of Santa Clara (Calif.)
• Certified Wealth Strategist® designation from the Cannon Financial Institute
• Miscellaneous continuing education certifications
Clientele: Investors interested in a long-term relationship – individuals, families,
businesses and non-profit organizations

Community Involvement: • Member, D.A. Davidson & Co. Board of Directors
• An active volunteer for the YMCA, Children’s Museum and his church.
• Serves as a designated Ambassador of the University of Santa Clara.

Philosophy: Jeff believes the word “investment” applies across many aspects of our lives
including investing time, energy, talent and money into our work or businesses, or
in neighborhoods, charities, grades and sports, to achieve various goals.

Steven Condon
Senior Vice President, Co-Director of Wealth Planning & D.A. Davidson Trust Branch Mgr.

• Steve is available to work alongside the Decker Investment Group and their clients in all matters relating to financial and wealth planning.

• He has been with D.A. Davidson since April 2015 and previously garnered over 28 years experience in the financial services industry.

• Steve started at Dain Bosworth managing the cash management, insurance, and annuity programs, and ultimately served as the Director of Corporate Executive Services. He then became a partner and the Director of Wealth Management at J.C. Bradford & Company. Most recently Steve was the President of the Corundum Group, managing over $1.25 billion in assets.

• He received his degree in business administration from the University of Minnesota.

Hedley Greene
Vice President, Director of Wealth Planning

• Hedley Greene serves as a consultant and resource to our clients, providing advice on estate planning, charitable gifting strategies, tax issues and business succession planning.

• He works alongside clients and the Decker Investment Group to develop comprehensive wealth transfer plans and recommend tax strategies. Hedley helps ensure clients are equipped to implement those plans through their outside advisors.

• He is an attorney with more than 25 years of private practice experience centered on estate and tax planning and business representation.

• He holds an MBA from Western New England College in Massachusetts and a master’s degree in taxation from Gonzaga University, and earned law degree from Gonzaga University School of Law (Magna Cum Laude).

 

Sandi Lehning
Senior Registered Associate

Financial Services Experience: Since 1985
Areas of Focus: • Relationship management • Client education
                         • Administrative oversight • Customer service • Operational issues
Education: Sandi has extensive experience in the securities industry and has held both the Series 7 and 63 licenses
since 2005.

Philosophy: Sandi is a consummate professional who believes the cornerstone of any great relationship is truly personalized service. She is often the first contact for many of Jeff’s clients and is known for her dedication to treating each client as she would a close friend.

Away From the Office:  • Sandi and her husband, Doug, are lifelong residents of the Puget Sound area.
                                     • They are the parents of two boys who are pursuing their college degrees.
                                     • Sandi and her husband enjoy activities together that include hiking.
                                     • They are active in their church and have been longtime boosters of local events.