Our Mission

The McCarty, Brown, Eden, Porter & Dockter Wealth Strategies Group, a member of D.A. Davidson & Co., offers investment advisory services for high net worth families and individuals. These services include organizing and simplifying our clients' financial lives, helping individuals retire with investments focused on income stream, and building assets for their families.

We treat our clients the same way we would our own family and strive to build meaningful, long-lasting relationships based on trust, results and integrity.


Our Team

Ky McCarty
Senior Vice President, Financial Advisor
(719) 400-7479 | kymccarty@dadco.com

Ky joined D.A. Davidson in 2018 after 35 years of experience with Merrill Lynch. He earned his bachelor's degree from the University of Nebraska at Kearney. Outside of work, Ky is involved with Legatus, Catholic Charities of Central Colorado, Mount St. Francis Nursing Center, and Fostering Hope. He enjoys spending time with his wife and family as well as golfing, hiking, and playing various racket sports.


Brandon Brown
Branch Manager, Senior Vice President, Financial Advisor
(719) 400-7480 | bdbrown@dadco.com

A longtime financial advisor, Brandon joined D.A. Davidson after 20 years at Merrill Lynch. He has served as a Colorado Springs branch manager for over 15 years. He earned his bachelor's degree from the United States Air Force Academy and served as a USMC ground combat officer before joining the investment industry. Brandon and his wife have two sons. He is involved with 100 Men Who Care and enjoys mules, mountains, hunting, and golf.


John Eden, CFP®
Vice President, Financial Advisor
(719) 400-7481 | jeden@dadco.com

John owned and operated a small business before pursuing his career in financial services over 20 years ago. He serves on the boards of directors for the Ronald McDonald House Charities of Southern Colorado and the Honorary Deputy Sheriff Association. John is a Colorado native who enjoys spending time with his family, fishing, hunting, hiking, and training and competing with Labrador retrievers. He earned his bachelor's degree from Evangel University.


Michelle Dockter, APMA, CFP®, ChFC
Vice President, Financial Advisor
(719) 400-7492 | mdockter@dadco.com

Michelle feels like she grew up in the business with her father being a financial advisor.  She officially started her career as a financial advisor over 15 years ago.  She graduated from the University of Colorado at Colorado Springs and is a proud native.  She is currently the President of the Southern Colorado Financial Planning Association and is active in the community.  She is married with two young children.  In her spare time you will find her and the family enjoying the great outdoors, playing racquetball, riding horses, or introducing the children to a new activity.  


Ben Porter, CPFA
Financial Advisor
(719) 400-7485 | bporter@dadco.com

Ben Porter has been a financial advisor for over five years. He began his financial services career in 2015 with Merrill Lynch after excelling as a manager for Buckle, Inc. Ben earned his bachelor's degree from the University of Nebraska. When not at the office, you will find him golfing, running, or spending time with his wife and two young children.



Andy Brown, CFA
Financial Advisor
(719) 400-7482 | abrown@dadco.com

Andy stands as the newest addition to the team after he joined the financial services industry in 2019, working with private equity firms and complex estates in business valuation. He possesses bachelor's degrees from Western Colorado University and a master's degree from the University of Denver. Outside of work, Andy is an avid outdoorsman, golfer, and enjoys spending time with his growing family and dogs.


Sandy D'Angelo
Associate Financial Advisor
(719) 400-7483 | sdangelo@dadco.com

Sandy has served as an investment professional since 1989. She earned her bachelor's degree and her master's degree from the University of Nebraska. Outside of work, she is involved in Women Partnering, Academy Optimists, and Women's Mountain Biking Association of Colorado Springs. In addition to volunteering in her community, she enjoys spending time with her family and friends and enjoying the outdoors.


Shanna Wiley
Registered Client Associate
(719) 400-7478 | swiley@dadco.com

Shanna joined the financial services industry in 2014 after working in banking in Colorado for 11 years. She earned a bachelor's degree from the University of Colorado at Colorado Springs. Shanna, with her husband Nicholas, like to travel, hike, camp, and work on home improvement projects. They have a two year old daughter Sophia. 



Josephine Tamez
Client Associate
(719) 400-7495 | jtamez@dadco.com

Josephine has worked in the financial industry for over 24 years. She earned her degree from the University of Maryland – University College. Josephine has a son and has recently married her husband. Together, they share two dogs. When she is not in the office, she enjoys playing golf, going on short and easy hikes, reading, and knitting. 



Alexis Crawford
Client Associate
(719) 400-7488 | acrawford@dadco.com