Community Bank & Wealth Management Group

CONNECT

Address:

42605 Moonridge Rd
Big Bear Lake, CA 92315

Phone:

(909) 584-4500

Fax/Other:

(909) 585-7220

Big Bear Toll Free: (800) 288-2811
Dublin Toll Free: (800) 394-9230

Mailing Address: P.O. Box 1688, Big Bear Lake CA 92315

CA License #0763476

Our Team

Michael R. Natzic, CWS® 
Senior Vice President, Financial Advisor, Branch Manager
mnatzic@dadco.com

Michael has been serving clients in the financial services industry since 1994. A former lending specialist, Michael places great emphasis on adapting his knowledge to support clients' widely varying financial goals and objectives. In addition to overseeing the Community Bank & Wealth Management Group, he plays an integral part in managing retail and institutional clients. An authority on community banks, Michael is an active public speaker and is regularly quoted on the topic by numerous publications.

Michael joined Crowell, Weedon & Co. in 2011, and that firm merged with D.A. Davidson in 2013. Previously, he was a Senior Vice President and Branch Manager at Stone & Youngberg. He served in corporate executive roles 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.

Michael lives in Big Bear Lake with his wife, Nicole, and their four children. He is active in community organizations that include DOVES of Big Bear Valley (a domestic violence organization), Cub Scouts, and Abtenau to Big Bear Youth Exchange, and participates in support roles for other service organizations. Rotary International has honored Michael with the prestigious Eagle of Excellence award for his contributions to the community.

 

Katy E. Ehlers, CWS®
Associate Vice President, Financial Advisor
kehlers@dadco.com

Katy 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 B.A. 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 with their Boxer, Dunkel. She is an avid photographer who enjoys snowboarding, scuba diving, being outdoors, and traveling around the world at any given opportunity.

Our Designations


Tom L. Dooley III
Senior Vice President, Financial Advisor - Ohio Branch
tdooley@dadco.com

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 5 years with Stifel Nicolaus & Company before moving on to Ferris, Baker, Watts, Inc. which was later acquired by RBC Capital Markets.

Tom received his B.A. 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, Financial Advisor - Ohio Branch
nbicking@dadco.com

Nick began his career in the financial services industry in 1997.  Starting as an entry level Financial Advisor, Nick quickly adapted to the industry and discovered his aptitude for meeting client needs with a sound client–centric approach. Nick enjoys the process of working with new clients and getting to know their specific wants and needs.  He is also entrenched in the day to day operations and has specialized in Community Banks from the very beginning of his financial advisory career.

Prior to joining D.A. Davidson & Co., Nick was a Senior Vice President at Boenning & Scattergood.  Nick spent his early years at a few smaller regional broker dealers before joining Stifel Nicolaus & Company, where he spent a significant amount of time.  From there he moved on to Ferris, Baker, Watts, Inc., which was later acquired by RBC Capital Markets.

Nick received his B.A. in Business Management from Indiana University.  He lives in Dublin, OH with his wife, Randi.  They both stay busy with their daughter's, Kenzie and Kameron, youth sports teams.  He enjoys coaching and volunteering with their teams and is often on the road following their athletic endeavors.  In his free time you can catch Nick on the trail with their rescued black lab.


CLIENT ASSOCIATES

 

Nicole Natzic

Client Associate

 

 

 

 

 

Luis Ortega

Client Associate

 

 

 

 

 

Theresa Donahue

Registered Client Associate - Ohio Branch

 

 

 

 

TRADING & EXECUTION

 

Ralph MacMillan

Market Maker, Agency Trader

 

 

 

 

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

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck