Our Team

Michael R. Natzic, CPFA, CWS® 
Senior Vice President, Financial Advisor - Big Bear Lake Office
Community Bank & Wealth Management Group
CA Ins. Lic. #4031019

Michael Natzic, CPFA, CWS® has been serving clients in the financial services industry since 1994. As a Certified Wealth Strategist® (CWS®) and Certified Plan Fiduciary Advisor (CPFA), Michael places great emphasis on adapting his knowledge to support clients' widely varying financial goals and objectives. An authority on Community Banks, Michael actively speaks and provides advice on the sector.

Michael joined Crowell, Weedon & Co. in 2011, which merged with D.A. Davidson in 2013. In 2020, he left the ranks of management within D.A. Davidson to allow more time to focus on his clients and their needs. Previously, he was a Senior Vice President and Branch Manager at Stone & Youngberg. He served as an Executive Vice President with The Seidler Companies and was an active member of the firm's Executive Committee and Advisory Council. Michael began his career with the firm, Sutro & Company, which at the time was the oldest firm based in the western states, started in 1858.

Michael lives in Big Bear Lake, CA with his wife, Nicole, their four children and two grandchildren. He is very active in numerous organizations and boards. His various involvements include DOVES of Big Bear Valley (a domestic violence organization), he is an Elder and Finance Chair at Bear Valley Church, sits on the Finance Committee at the Steven G. Mihaylo Education Foundation and is a member of the University of California Riverside Design Thinking Advisory Board. He has been honored by Rotary International for his contributions to the community by receiving the prestigious Eagle of Excellence Award.

 

Katy E. Ehlers, CWS®
Associate Vice President, Financial Advisor - Big Bear Lake Office
Community Bank & Wealth Management Group
CA Ins. Lic. #4055041
 

Katy Ehlers, CWS® has been serving individual and institutional clients since 2005 and is known for her solution-focused investment strategies. She is a third-generation financial professional with a focus on banks. She has the broad experience and rigorous training necessary to help clients manage every aspect of their financial big picture and places a strong emphasis on cohesive wealth management. She has a foundation in fixed income investments and maintains comprehensive knowledge of the markets.

Katy joined Crowell, Weedon & Co. in 2011, and that firm merged with D.A. Davidson in 2013. She previously was an Investment Executive with Stone & Youngberg. She began her career at The Seidler Companies, where she quickly moved up the ranks from registered sales assistant to bond trading liaison, and later established an internal fixed income trading desk for the firm.

Katy received her bachelor's degree from the University of California, Los Angeles. While attending UCLA, she was very active in her sorority, Delta Delta Delta , serving as Vice President of Finance and Chapter President. Katy lives in Newport Beach with her husband, Kris, where they both love to find new ways to stay fit and keep active. She is an avid photographer who enjoys snowboarding, mountain biking, scuba diving, being outdoors, and traveling around the world at any given opportunity.


Tom L. Dooley III
Senior Vice President, Community Bank Professional - Powell Office
Community Bank Group
tdooley@dadco.com
 

Supplemental Disclosure: Brokerage Services Only 

Tom has been serving clients in the financial services industry since 1985.  With roots as an equity trader, Tom developed an interest in trading the shares of Community Banks. This quickly created a specialty that he continues to this day.  With so many years in this specialty, Tom has become a frequent speaker on the topic of Community Banks and is often sourced to speak at various industry conferences and events.

Prior to joining D.A. Davidson & Co., Tom was a Senior Vice President at Boenning & Scattergood. During his trading years, Tom was with a variety of small regional broker dealers before moving into the Financial Advisor role.  He spent five years with Stifel, Nicolaus & Company before moving on to Ferris, Baker, Watts, Inc. which was later acquired by RBC Capital Markets.

Tom received his bachelor's degree in economics from The Ohio State University in Columbus. He lives in Powell, OH with his wife, Jane, who is a psychotherapist. They have three children: Dalton, Dirk, and Danielle. Tom enjoys having a “rod in hand” and considers fly fishing and saltwater fishing his passions.

 

Nick P. Bicking
Senior Vice President, Community Bank Professional - Powell Office
Community Bank Group
nbicking@dadco.com
 

Supplemental Disclosure: Brokerage Services Only 

Nick began his career in the financial services industry in 1997 and has always possessed an aptitude for meeting client needs with a sound client-centric approach. With a strong background in both issuer and shareholder relations, Nick enjoys the process of working with clients and getting to know their specific wants and needs. He has focused his career on defining the interactions between Community Banks and their shareholders while cultivating those into long-term relationships.

Prior to joining D.A. Davidson & Co., he was a Senior Vice President at Boenning & Scattergood. Nick received his Bachelor of Arts in Business Management from Indiana University. He lives in Dublin, OH with his wife, Randi. They stay busy with their daughters, Kenzie and Kamryn, and their sports teams. In his free time, you can catch Nick on the trail with their rescued black Lab.


Michael Acampora
Senior Vice President, Community Bank Professional - Jacksonville Office
Community Bank Group
macampora@dadco.com
 

Supplemental Disclosure: Brokerage Services Only 

Mike has been serving clients in the financial services industry since 1985, spending his career interfacing with Community Bank boards and their shareholders.  He brings over three decades of experience helping Community Banks in the daily distribution of their shares on the OTC Markets and other exchanges. He has a primary focus on accumulating shares of select Community Bank stocks for individual shareholders and investors as well as current (or former) directors of Community Banks. Clients benefit from Mike's years of knowledge and experience in both bull and bear stock markets and his affiliation with a group of professionals focused on providing best-in-class investment and execution ideas in the Community Bank space for their clients. 

Prior to joining D.A. Davidson, Mike was with FIG Partners LLC, who he joined in 2014.  He began his career in Jacksonville with Blackstock and Company, transitioning to Raymond James in 1986 where he began to focus on community bank stocks.  In 1987, looking to further deepen his commitment to Community Banks, Mike joined Williams Securities Group, a Florida-based investment bank and NASDAQ market maker focused on community bank stocks. Following a buyout of the firm by R.W. Baird in 1991, Mike continued to focus on the Community Bank space at Baird with an emphasis on getting banks traded on the OTC Markets. In 1998 he joined Advest, Inc., where he began editing and distributing a monthly newsletter called the “Florida Bank Stock Review” – a piece he continued to distribute until 2011.  He returned to Raymond James from 2006 to 2014, following his Advest investment banking team.  

Mike received his bachelor's degree in business administration from the University of North Florida. He currently lives in Jacksonville, Florida with his wife, Rosalin, and daughter, Michele.   

ASSOCIATES

Chris Omel

Supervisory Branch Operations Manager

 

 

 

 

 

Nicole Natzic

Client Associate

nnatzic@dadco.com

 

 

 

Luis Ortega

Client Associate

laortega@dadco.com

 

 

 

Theresa Donahue

Registered Client Associate - Powell Office

tdonahue@dadco.com

 

 

 

Garrett Lingle

Registered Client Associate - Jacksonville Office

glingle@dadco.com

 

 


TRADING & EXECUTION

 

Ralph MacMillan

Market Maker, Agency Trader

 

 

 

 

Tim Padala

Managing Director, Equity Market Maker

 

 

 


WEALTH MANAGEMENT ASSOCIATES - Montecito Investment Portfolios (MIP)

 

Blake Todd, CWS®

Senior Vice President, Financial Advisor

Portfolio Manager

 

 

 

 

Jarrett Perez, CFA

Senior Financial Advisor

Portfolio Manager