Kleager Sunderman Wealth Strategy Group
We are a team of three professionals that takes a planning-based approach to helping our clients manage their wealth throughout their life journey, from accumulation through retirement income strategies, so that they have the support and confidence that comes from a long-term partnership.
Matt Kleager, CFP®
Senior Vice President, Financial Advisor
Brian Sunderman, CFP®, CWS®
Associate Financial Advisor
Denise Deter, FPQP®
Senior Registered Associate
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
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Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.