About Our Team

Carl A. Hansen, CFP®, CWS®
Vice President, Financial Advisor

Carl began his career in financial services in 1998 and is currently Vice President, Financial Advisor. Carl received his Bachelor of Science degree in Business Administration & Economics from Rocky Mountain College. He has completed additional training with the Cannon Financial Institute and the College of Financial Planning. Carl has also received his CERTIFIED FINANCIAL PLANNER™ certification which demonstrates a comprehensive knowledge of the five areas of financial planning: insurance, investment planning, retirement planning, employee benefits and estate planning. Carl provides individualized financial advice with investments based upon each client's needs, goals and circumstances.

Carl has given back to the community by serving on various boards and committees of local nonprofit organizations. Previously he served as a Yellowstone County CASA, past President Elect Nominee for Billings Rotary, past President and Umpire-in-Chief of Boulder-Arrowhead Little League and past Treasurer for the Mayflower Congregational Church, past Board Chair at Rocky Mountain College and past RiverStone Health Foundation Committee Member. Facilitating philanthropy is an important facet of Carl's practice.

Carl's personal life centers on his family. His wife, Marianna, is a Certified Public Accountant, and together they enjoy speinding time with their two adult children, Hannah and Miles. Carl has had tremendous opportunity to support the youth of our community by coaching and leading in Cub Scouts, baseball, softball and soccer.

 

 

Anthony L. George
Vice President, Financial Advisor

As a Financial Advisor, with 30 years of experience, I have never been more committed to providing comprehensive wealth management to help my clients pursue what matters most. Wealth management is about more than just helping you manage assets, it is about helping you uncover what is most important in your life, prioritizing multiple goals, offering guidance and creating a strategic plan that leads to the life and the legacy you've always imagined.
I focus primarily on effective succession planning, exit strategies and personal financial planning for business owners and families. My passion is to provide the value added service and guidance that helps my clients develop a sustainable life plan to achieve their personal, business and other financial goals.

Summing it up, My mission: To make a significant difference in my clients lives by helping them achieve their financial goals enabling them to pursue what matters most.

Tony is Vice President of the Board of Child Bridge of Montana and serves as a council member of his church.  He has been married to his best friend Bonnie for 20 yrs.  Tony and Bonnie are passionate about mentoring married couples and individuals.  They have a son AJ (8) and a daughter Lexi (5).

 

 

 

 

Lauren E. Fordham
Client Associate

Lauren is new to our team. She serves now as a client associate to both Carl & Tony, joining D.A. Davidson in April of 2021. Lauren is a great communicator and is always listening to understand and help our clients with their individual needs. Lauren strives to give clients the best experience by being helpful, kind, and knowledgeable.

Lauren's personal life revolves around her family. Her mother and father, Jeff & Sue, are medical business owners, and her brother, Nathan, a jeweler. As a family they spend a lot of time together. Lauren and her mother are avid gardeners who love to cook with their yield. Lauren fly fishes with her father through all seasons. Lauren and her brother are adventurous and are always optimistic to try new things together.