Our Qualifications

Swanson & Boley Wealth Strategy Group is a premier wealth strategy team specializing in professional money management to grow, preserve and pass on wealth for individuals, businesses and foundations. We deliver customized solutions for our clients to assist them in their pursuit of financial freedom.

 

Tracy oversees the day-to-day operations and management of the Sheridan office. He ensures that professionals meet the stringent regulatory requirements of the securities industry and oversees other Financial Advisors, while also making client service and sound financial advice his top priorities. He has extensive experience in the financial services industry and broad-based background that includes work in banking. Tracy has been in the financial services industry since 1974, joining D.A. Davidson in 1998 when the Sheridan branch opened, after previously working with Piper Jaffray. He has earned the Certified Wealth Strategist® and the Accredited Investment Fiduciary® designations.

Tracy is active in the community with a wide range of volunteer experience, and currently serves on the Big Horn Equestrian Center Board of Directors and as a member of the Big Horn Lions Club and Sheridan Rotary. Tracy is also the former Chairman of the Wyoming Retirement Board and has served in leadership roles with St. Peter’s Episcopal Church and the Wyoming Diocesan Council. Tracy and his wife, Liz, have two grown children, Donde and Todd, and four grandchildren. Tracy and Liz are active in their church and enjoy travel.

 

Frank is a longtime leader in the Sheridan office, and helps to manage day-to-day operations serving as Assistant Branch Manager. He earned his degree in economics from Oberlin College and has earned his Chartered Financial AnalystTM, CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® credentials, setting rigorous standards by which top advisors are measured throughout the U.S. Frank has been with D.A. Davidson & Co. since 1998.

Frank has served in a variety of leadership positions with local nonprofit groups. He currently serves on the Wyoming Community Foundation Board of Directors, is past Chairman of Volunteers of America, past President of the Sheridan County Memorial Hospital Foundation, past President and Vice President of the Sheridan County Chamber of Commerce Ambassadors and past Team Captain of the YMCA’s “Give Your Heart to a Child” fundraising campaign.

Frank and his wife, Georgia, have two children, Olivia and Elliot. As a family, they enjoy skiing, golfing, fishing and boating.

 

Megan assists the firm’s advisors with all manners of client services including strategic retirement account support. She also works alongside the leadership team to manage day-to-day firm operations. Megan earned her B.A. in business administration from Boise State University and holds her Series 7, Series 66 and insurance licenses in life, health and variable annuity products. She joined D.A. Davidson in 2007.

Megan serves on the Downtown Sheridan Association Board of Directors and is a Wish Grantor for the Make A Wish Foundation of Wyoming. She is also active with the local Girl Scouts and is a past Girl Scout Troop Leader.

Megan and her husband, Ron, have two daughters, Amaya and Adaline. She enjoys attending all of her children’s activities and spending time outdoors with her family.

 

Jamie joined the D.A. Davidson office in 2014, and brings extensive customer service knowledge to the team. Jamie assists with day-to-day client service and account maintenance. Jamie is licensed to buy and sell securities for clients, as she holds her Series 7 and Series 66 security licenses.

Jamie and her husband, Matt, have three children and they are involved with all of her kids activities. She coaches YMCA soccer and enjoys watching her boys wrestle and play baseball. In her spare time, Jamie and her family enjoy fishing and hiking.