Our Team

 

 

PEDEY INVESTMENT MANAGEMENT GROUP

A service of D.A. Davidson & Co.

 

 

 


 

Bruce PedeyAnne Owen Ashton_Owen Legacy Group
Senior Vice President, Financial Advisor, Portfolio Manager

Bruce Pedey has been helping real people achieve true financial security for nearly three decades. His high level of subject matter expertise is only matched by his work ethic and solution-oriented approach. Bruce is known for his ability to clearly explain diverse and complex financial issues, with straightforward communication that empowers his clients to feel confident in their path and advisory team. Leading his team by example, Bruce consistently demonstrates the power of hard work, dedication, and meticulousness required to properly care for every client.

Born and raised in Bonners Ferry, Idaho, Bruce is a United States Air Force Academy graduate. While at the Air Force Academy, Bruce majored in Human Factors Engineering and earned a Bachelor of Science degree. He served eight and a half years in the U.S. Air Force as a fighter pilot stationed stateside and overseas.

Bruce entered the financial services arena in 1993, focusing on comprehensive investment planning for individuals and corporate accounts. He is a graduate of the Institute of Wealth Management as a Chartered Mutual Fund CounselorSM (CMFC®). In addition to advising his clients, Bruce effectively coordinates client services between investment firm, CPA, and attorney, expanding the reach and capabilities of individual professionals into a powerful, collaborative financial team.

Bruce and his wife, Jan, married since 1982, have two grown sons. In their spare time, they enjoy many activities, including skiing, golf, and boating.

 


 

Anne Owen Ashton_Owen Legacy Group

Brian Pedey, CPFA
Senior Financial Advisor, Portfolio Manager

Brian T.R. Pedey specializes in holistic financial planning and proper investment organization. As a Financial Advisor and Portfolio Manager, his focus is advising clients through all the significant financial moments in their lives. In addition to his individual client interactions, he is also involved in all facets of planning exercises, portfolio trade executions, investment model development, corporate retirement plans, and coordination with CPA's, attorneys, etc.

Thorough, thoughtful, and dedicated, Brian works hard to help shoulder the financial stresses of clients so that they can remain focused on their businesses, families, and goals. A firm believer in the importance of financial literacy, he prioritizes educating his clients to empower their confident financial decision-making in all facets of life. Clients and colleagues alike appreciate his attention to detail and passion for helping others succeed. He is a graduate of Bryant University's Executive Development Center's financial planning program and holds a credential of a Certified Plan Fiduciary Advisor (CPFA) admitted by the National Association of Plan Advisors. 

After growing up in Spokane, WA, and studying Public Relations, Advertising, and International Conflict Resolution at Pacific Lutheran University in Tacoma, WA, Brian pursued a career as a lobbyist for a non-profit political entity. Wanting to move into the financial services industry, Brian relocated from Boston, MA in 2013 to join D.A. Davidson as part of the Pedey Group team. When he is not working, Brian enjoys exploring the outdoors with his wife, Krista, and their two boys.
 

 


 

Anne Owen Ashton_Owen Legacy Group

Jody Stewart
Associate Vice President, Senior Registered Associate

Jody Stewart, Senior Registered Client Associate, brings nearly four decades of experience to her work serving clients. Her lifelong commitment to improving people's financial lives began when she earned her licensure in 1983. In 1992, Jody was the first hire to open the D.A. Davidson & Co. Spokane office. She has been working with Bruce Pedey for twenty years.

Positive, encouraging, and always available to lend her expertise to broker or client questions, Jody works behind the scenes to guarantee all accounts are meticulously and proactively managed. She enjoys getting to know the clients, who know that they can always call to speak with a real person who is genuinely interested in their story — she values every individual, and prioritizes understanding their needs, inquiries, and goals.

Jody Stewart received the Super Star Award for Outstanding Performance from D.A. Davidson & Co.'s Great Falls headquarters. She has a well-deserved reputation for her acute attention to detail, her encouraging nature, and her ability to help the entire team stay organized. From an early age, Jody embraced the philosophy that you show up, work hard, and stay focused on what you can control.

In addition to her work with Pedey Group, Jody enjoys spending time with her family — her husband of 42 years, their three children, and two grandchildren.

 


 

Anne Owen Ashton_Owen Legacy Group

Chenelle Hofman
Registered Client Associate

Chenelle Hofman joined Pedey Group in 2016 as a Registered Client Associate, elevating the team with her expertise and commitment to service. She is detail-oriented in her work and agile in her approach — Chenelle excels at anticipating and articulating client needs. From onboarding and transitions to ongoing account management, she loves each opportunity to build meaningful relationships with clients to help them enjoy an enriching, secure retirement while making an enduring impact through their gifting. Her cheerful determination brings positive energy to the meticulous precision of strategy, planning, and paperwork.

Chenelle earned her undergraduate degree in Journalism from the University of Montana (Go Griz!). This focus has helped her build a lasting foundation in her unique ability to communicate with clients effectively and accurately. Chenelle's rounded work experience established her strong work ethic and solidified her ability to perform well under pressure. Today, she translates her past experiences into exceptional leadership abilities with a client focused mindset for the Pedey Group. Chenelle has earned a reputation for her can-do attitude, task management, and aptitude for understanding and implementing new systems and technologies.

When not helping clients achieve their financial goals, she enjoys hiking and fishing with her husband and their two dogs, spending time at the lake, playing golf, and attending Montana Grizzly football games with their family.