Ryan joined D.A. Davidson in 2012 and is a third generation Financial Advisor. He is fully licensed and carries registration in 27 states, including his home state of Montana. In 2017, Ryan earned the CERTIFIED FINANCIAL PLANNER^® certification with the College for Financial Planning holding him to the highest level of fiduciary care. Prior to forming Meeks Prosperity Planning in 2021, Ryan was a partner to The Skaar/Meeks Financial Group for over eight years. Ryan is experienced, detailed, and passionate towards helping people achieve their version of financial freedom. In 2020, he ranked within the top 12 of 760 Financial Advisors for updating the most financial plans thru the firm's MoneyGuidePro planning software. Ryan is an effective listener and communicator who can often be found quarterbacking strategic conversations with his client's tax advisors, estate planners, real estate agents, and lenders to build a unified team.

A Connecticut native, Ryan graduated from the University of Vermont with a major in Forestry and a concentration in Natural Resources. Soon after moving to Bozeman, Ryan married his high school sweetheart, Nichole. Together they have two children, Daphne and Brooks, as well as an English Crème Golden Retriever, EmmyLou. The Meeks family are very active and supportive of their community. In the summer, you can often find them on fishing floats, while winters are spent at Bridger Bowl.

Jase joined Meeks Prosperity Planning in 2022, working alongside Theresa and Ryan as an additional Financial Advisor. A Montana native, Jase grew up in Billings before moving to Bozeman to attend Montana State University, where he earned dual bachelor’s degrees in accounting and finance.

Jase began his career with D.A. Davidson & Co. as a Summer Wealth Management Intern in 2020. He graduated from D.A. Davidson & Co.’s Advisor Training Program, where he was the primary resource on the firm’s financial planning platform and established himself as a meticulous planner. Shortly after Jase became fully licensed and earned the CERTIFIED FINANCIAL PLANNER^®  certification in 2023.

An active member of the Gallatin Valley community, Jase is passionate about his involvement in various ecologically focused non-profits, such as the Greater Gallatin Watershed Council and the Rocky Mountain Elk Foundation. As an avid outdoorsman, he loves living in Bozeman and enjoys all the outdoor recreation that Montana has to offer.

Ryan chose Jase as his partner because of his character and integrity. In the time Jase has worked with D.A. Davidson & Co., he has demonstrated a strong work ethic and an unwavering commitment to his clients.

Theresa is a Client Associate for Meeks Prosperity Planning. Prior to joining the team in October of 2020, Theresa held the role as Client Associate for D.A. Davidson at the Billings, MT branch. Theresa comes with great experience and is a skilled listener, which helps when it comes to understanding and supporting your needs.

Theresa graduated from the University of New Haven, Connecticut with BS degrees in Business and Economics, plus a minor in Quantitative Analysis. Even more impressive is that she achieved her degrees all while working and training to become a pilot. After acquiring her ratings, she flew twin engine turbo props commercially until she married her husband, Brian, and settled down in Montana. Together, Theresa and Brian are blessed with twin boys and a daughter.

Theresa enjoys traveling, hiking, painting, gardening, and of course flying.  As an outdoor enthusiast, she also enjoys time with her family on their varied camping, boating, fishing, skiing, and hiking adventures. As if all of this wouldn't keep her plate full, Theresa and her husband, both pilots, are slowly working to fully restore a 1940 Piper Cub airplane.