1. Wealth Planning
Hedley Greene
Senior Vice President,
Co-Director of Wealth Planning
(509) 456-6693
HGreene@dadco.com
Hope Menaker Boyce, CWS®
Senior Vice President, Financial Advisor
503.721.4164
800.439.0999
HBoyce@dadco.com
Certified Wealth Strategist®
providing a systematic
and goals based approach to investing
Hope has spent 28 years providing Equity and Fixed Income solutions to clients, with an emphasis on Municipal
Bonds. She has seen the markets evolve and change from transactional business to a more systematic and goals-
based approach to investing. Fixed Income will continue to be a significant part of her business, while implementing
broader solutions. Hope has earned the title of Certified Wealth Strategist®
. This designation recognizes her
commitment and sophisticated approach to helping you meet complex wealth management requirements. She is
committed to using a careful Financial and Estate Planning approach in her process to help you achieve your goals.
AS A CLIENT OF HOPE’S, YOU CAN EXPECT:
THE DISCOVERY PROCESS
THE INVESTMENT PLAN
EDUCATIONAL UPDATES
ONGOING MONITORING
With the resources available at D.A. Davidson, coupled with Hope’s knowledge and experience in the Fixed Income
markets, she can help you build a plan with a big picture perspective. In order to accomplish this, she works closely
with these other financial professionals at D.A. Davidson.
Davidson Insurance
Jeff Taylor
Vice President,
Davidson Insurance Agency
(406) 248-7851
JTaylor@dadco.com
Wealth Planning
Steven Condon
Senior Vice President,
Co-Director of Wealth
Planning
(206) 389-4089
SCondon@dadco.com
Steve acts as an advisor and resource to D.A. Davidson clients
in all areas of financial planning. He works alongside clients to
develop a personalized, comprehensive financial plan while offering
education about various facets of personal finance and how each
client’s financial strategy meshes with other choices in his or her life.
Working alongside Co-Director Hedley Greene, Steve oversees a
team of professionals who work in tandem with the firm’s financial
advisors and with other departments. Together, the group helps to
ensure implementation of financial plans as part of an integrated,
holistic approach to each client’s financial matters.
We offer expertise in the complex world of wealth planning, under
the guidance of Hedley (Lea) Greene. He serves as a consultant
to assist you in understanding the issues related to estate planning,
succession planning, gifting, charitable planning and more. He
will work with you to develop a comprehensive plan for your
estate planning, explore various tax minimization strategies, and
provide specific recommendations. In addition, with more than 30
years of private legal practice, Lea can help you communicate the
recommendations to your legal counsel and assure any resulting
documents fit your goals.
Davidson Insurance Agency serves as a valuable
resource for advanced design and product research
about the complex universe of life and long-term care
insurance, as well as annuities. Jeff Taylor provides
guidance on the many types of coverage available to help
you identify specific design categories to fit your unique
long-term objectives. Helping you with solutions to meet
your goals for retirement strategy, income tax deferral,
inheritance and estate distribution, wealth planning and
transfer market risk.

2. 06/15
Hope Menaker Boyce, CWS®
Senior Vice President, Financial Advisor
503.721.4164 | 800.439.0999 | 1300 SW 5th Avenue | Suite 1950 | Portland, Oregon 97201
D.A. Davidson & Co. member SIPC | www.dadavidson.com
13 Wealth Management Issues:
1. Investment Planning
2. Risk Management and Insurance Planning
3. Banking and Credit Management
4. Retirement Planning
5. Executive Compensation
6. Business Succession Planning
7. Planning for Incapacity
8. Education and Family Support
9. Charitable Giving
10. Titling and Beneficiary Designations
11. Executor and Trustee Selection
12. Distribution of Estate
13. Tax Planning