805 Frontage Road
Certified Financial Planner™ & President
David and his wife Sheryl have 7 children. In the summer they play at the lake and in the winter at the ski slopes. His favorite drink is Root Beer and he makes an awesome Sunday morning breakfast. Come by and try it sometime! :)
Vice President, Tax Preparer & Accountant
Brittany Briggs currently serves on the Board of Directors as Vice President of Fidelity Financial Services, Inc. Brittany has over 15 years’ experience as a tax preparer in addition to leveraging her other duties as office manager...
Kathy began her career as a tax accountant and Enrolled Agent (EA) with a Sacramento CPA firm in 1982. She sharpened her skills as a high net worth client, business taxation and estate specialist. Today she specializes...
Tax Preparer & Payroll Specialist
Emily joined our team in 2015 and has since expanded her knowledge base tremendously. She is a QuickBooks Pro Advisor and is responsible for...
New to Fidelity, Lizzie comes to us with over 7 years’ experience in customer service. As an Administrative Assistant for the Kenai office, Lizzie will...
Having spent over 20 years in the financial services industry, Brent has experienced some of the most challenging years we’ve seen in decades in the financial markets. This experience has equipped him to be able to help his...
Taylor recently completed his undergrad at BYU and is currently working on his MBA through Purdue Global University. He took a sabbatical from college studies to serve as a missionary for...
Laura Carlson joined our team in June 2014 and has more than 35 years of experience in the investment industry. Prior to joining Demars, she was the Operations Manager at a local Investment Firm where she successfully led the...
Linda Beitey has over 35 years of securities experience. Before joining the Demars Financial team in 2004, she worked for other influential financial companies in Washington State. Linda is extremely organized and is able to maintain our...
Peter Bock is a past Certified Financial Planner CFP®. He received a bachelor’s degree in Economics from the University of Washington and then went on to earn an MBA (also specializing in Finance) from...
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