Waite, Troyer & Martinez Wealth Mgmt, Financial Advisors with D A Davidson

Waite, Troyer & Martinez Wealth Mgmt, Financial Advisors with D A Davidson Our goal is to help clients navigate through Life’s Key Moments I attended Mesa State College and started in the financial services industry in 1999.

Originally from the small town of Vernal, Utah, I have lived in Grand Junction for over 35 years. I earned a LUTCF designation in 2004, Certified Wealth Strategist designation in 2013 and a Certified Divorce Financial Analyst in 2025. I believe that financial success is built on trust and open communication. I have one daughter, Reese, one son, Caden, a daughter in law, Haley and one granddaughter

, Piper. Outside of work I enjoy spending time with my husband, Chris and my family, traveling, camping, boating, hiking, and working out.

Big news in the markets: SpaceX has confidentially filed for an IPO, potentially setting the stage for what could be the...
04/16/2026

Big news in the markets: SpaceX has confidentially filed for an IPO, potentially setting the stage for what could be the largest public offering in history.

If it moves forward, the deal could mark a major moment for both the space industry and public markets.

What do you think this could mean for future tech and aerospace IPOs?

Elon Musk's SpaceX is reportedly targeting a valuation of around $1.75 trillion in its forthcoming IPO.

Ever wonder what really goes into your credit score? Whether you're buying a home, financing a car, or just trying to bu...
04/06/2026

Ever wonder what really goes into your credit score? Whether you're buying a home, financing a car, or just trying to build healthy financial habits, understanding how your score works is essential.

Check out this helpful article about what impacts your credit score and how to improve it. dadvdsn.co/4nsmgRq

In observance of Good Friday, our offices will be closed on Friday, April 3.
04/03/2026

In observance of Good Friday, our offices will be closed on Friday, April 3.

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown...
04/01/2026

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown alongside our clients—through rising and falling markets, across generations, and through the moments that matter most.

From family farms to Fortune 500 companies, from first investments to complex transactions, our six business lines share one purpose: to guide with clarity, conviction, and care. Because advice isn’t just numbers on a page—it’s understanding, stewardship, and strength.

Learn more at dadavidson.com.

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown alongside our clients—through rising...

Think you know your HSA? It’s just the tip of the iceberg—explore deeper to uncover investment options, contribution str...
03/26/2026

Think you know your HSA? It’s just the tip of the iceberg—explore deeper to uncover investment options, contribution strategies, and eligible purchases, plus more. dadvdsn.co/4dfRWEw

A 401(k) plan can help you stay on track toward retirement, but are you managing it effectively? Take a look at these co...
03/23/2026

A 401(k) plan can help you stay on track toward retirement, but are you managing it effectively? Take a look at these common pitfalls to avoid so that your financial journey goes as smoothly as can be. dadvdsn.co/4rj77Dw

Once you have made the decision to partner with D.A. Davidson, we begin our proven process for a successful transition. ...
03/20/2026

Once you have made the decision to partner with D.A. Davidson, we begin our proven process for a successful transition. Advisors that have made the move tell us our support, respect and care were evident throughout the transition process. Let us get to work for you. Brooke Martinez (970) 822-4575 call or text

Amazon has surpassed Walmart as the word's biggest company by revenue. Our analyst Michael Baker joins BNN Bloomberg to ...
03/17/2026

Amazon has surpassed Walmart as the word's biggest company by revenue. Our analyst Michael Baker joins BNN Bloomberg to discuss Walmart, the company's performance, and their AI roadmap for 2026.

Michael Baker, Managing Director, Senior Research Analyst at D.A. Davidson, to discuss Walmart, the company's performance and their AI roadmap for 2026.+++Su...

Take a look at this piece from CNBC on Warren Buffett’s timeless career advice — it couldn’t be more relevant today.Buff...
03/10/2026

Take a look at this piece from CNBC on Warren Buffett’s timeless career advice — it couldn’t be more relevant today.

Buffett reminds us that the most important investment we can make is in ourselves: developing habits, skills, and relationships that compound over time. Simple, practical guidance that applies no matter where you are in your career journey.

What’s one piece of career advice that’s stuck with you?

The Berkshire Hathaway chairman has often urged young people, including his own children, to find a job they'd do for free.

Market leadership is shifting in 2026, and technology stocks are facing new pressure despite strong AI investment. In AI...
03/06/2026

Market leadership is shifting in 2026, and technology stocks are facing new pressure despite strong AI investment. In AI Angst, we explore what’s driving the rotation and why diversification matters in a more volatile market.

As market leadership shifts in 2026, technology stocks have lagged despite strong earnings and record AI investment. In AI Angst, we explore why rising expec...

Address

360 W. Park Drive, Suite 200
Grand Junction, CO
81505

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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