Our Qualifications

Julie K. Trounson, CFP®
Senior Vice President, Financial Advisor, Portfolio Manager

Julie joined D.A. Davidson in 2009 after a 12-year tenure at Morgan Stanley Smith Barney and its predecessor firms. After graduating from Purdue University, she moved to New York City where she worked on Wall Street while completing her MBA at New York University. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2002. Additionally, Julie has completed certifications as a Chartered Retirement Plan Specialist™ and an Accredited Investment Fiduciary™. Julie is a founding partner of The Capitol City Group. As an advisor and portfolio manager, she focuses on ensuring our clients' portfolios align with their financial plans, objectives and goals. She is a past president and board member of the Idaho Botanical Garden and is an Idaho Master Gardener. In her free time, Julie enjoys Pilates, art, gardening, travel and physical fitness. She resides in Boise with her husband, Jim, and is the mother of one. 

 

Darren Schuldheiss, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager

Darren joined D.A. Davidson as a branch manager in 2018 after nearly 20 years of working for Fortune 500 companies in wealth management and private banking. Prior to D.A. Davidson, he served as the market president of Idaho and leader of private banking for KeyBank. He graduated from the University of Montana with honors in finance and business administration and holds his Certified Wealth Strategist® designation. As a partner in The Capitol City Group (CCG), Darren focuses on portfolio management and helping clients realize their financial goals through CCG's planning based process. Outside of his work with CCG, he proudly serves on the board of directors for the Idaho Shakespeare Festival and the Saint Alphonsus Hospital Foundation. He resides in Boise with his wife, Jordan, two daughters, son, and Labrador named Griz.

 

Cynthia M. Lange, CFP®
Senior Registered Associate

Cindy brings tailored wealth planning solutions to our clients. She will help define your goals and create a personalized plan to assist you in your success. Cindy started her career in wealth management in 1998 and joined The Capitol City Group at D.A. Davidson in September 2009. She graduated from Missouri State University and went on to complete the Boston University CFP® program. In 2018, she obtained her CERTIFIED FINANCIAL PLANNER™ certification. When she's not working, she enjoys spending time with her family and volunteering in the community.

 


 

Tessa Price
Supervisory Branch Operations Manager,  Registered Client Associate

Tessa joined D.A. Davidson in May 2019. Her work experience includes 15 years at two Fortune 500 banks, most recently Key Private Bank where she collaborated with a team of specialists working to serve the complex needs of high net worth families. Tessa enjoys helping others achieve financial success and values building lasting relationships. She is excited to be a part of The Capitol City Group where her values align with the mission. Tessa is an Idaho native and resides in Boise with her husband, two daughters, three dogs, and one cat.