Our Book




While creating a secure future today is harder than ever, Hey, I Forgot to Tell You introduces enduring, healthy habits to help you succeed.

The principles outlined in our book are derived from years of working with clients and our family on their paths to success. Our experience provides us with a foundation for outlining the most meaningful, practical ways you can build wealth.







The information presented in the book Hey I forgot to tell you... is strictly for informational and educational purposes only. Nothing stated in the book is an offer or solicitation to buy or sell any securities or services; the authors are not acting as financial advisors nor are they providing securities advice or acting as a fiduciary. Neither the authors nor D.A. Davidson can provide tax or legal advice.  The views and opinions expressed within the book are the authors alone and are not endorsed by D.A. Davidson.