Our Qualifications
What you can expect from The Jackson Wealth Strategy Group
Michael J. Jackson, CWS®
Senior Vice President, Financial Advisor, Branch Manager
Michael believes client trust and exceptional service are core to everything The Jackson Wealth Strategy Group stands for. He strives to educate clients and maintain multi-generational relationships through mutual trust, careful planning and strategies uniquely suited to each client or family.
Michael joined D.A. Davidson in 2009 as a Financial Advisor and now also serves as Branch Manager for the Spokane, Coeur D'Alene, and Sandpoint offices. Prior to taking on Coeur D'Alene and Sandpoint he also served as Branch Manager for our Walla Walla and Pendleton locations. He has been honored twice with the Gerry Meyer Manager of the Year Award, 2017 and 2022, and also has been a member of the firm's President's Club. He currently sits on the Leadership Council at the firm, and had a prior stint as the Chairman of the firm's Financial Advisor Advisory Council.
An ardent believer that his own professional growth benefits clients, Michael has earned the Certified Wealth Strategist® designation through the Cannon Financial Institute. He also holds a bachelor's degree in business management from Gonzaga University, where he was a member of the Zag baseball team from 2000 to 2002.
He and his wife, Heather, have two children. They are active in year-round outdoor activities, and are avid Gonzaga Bulldog supporters and former Bulldog athletes. Go, Zags! They both work closely with local charities, primarily those focused on cancer research and patient support.
Melissa C. Holling, FPQP®
Supervisory Branch Operations Manager
Besides her work delivering personalized service to our clients, Melissa provides strong support to the other members of The Jackson Wealth Strategy Group, with core responsibilities that include account servicing, operations and daily practice administration. She takes pride in continuing her professional education and has completed the course study on Foundations in the Financial Planning Program through the College of Financial Planning to earn the Financial Paraplanner Qualified ProfessionalSM designation.
Melissa joined D.A. Davidson in 2009, alongside Michael, with extensive prior experience in the financial services industry. She currently serves a dual role as the team's Senior Registered Associate and the Supervisory Branch Office Operations Manager for both Spokane-based branches. The strong service she offers earned her the Developing Leader Award in 2020, and her experience in the industry dates back to 1993.
Alesha Lozano
Senior Registered Associate
Alesha Lozano is a lifetime resident of Spokane and has been with DA Davidson since March of 2023. She comes with extensive prior experience having served as a Registered Client Service Associate at UBS Financial Services since 2011 where she obtained her Series 7 & 66 registration licensing requirements. Prior to her career in wealth management, Alesha also worked in the banking industry for 7 years. She is an alumnus of Eastern Washington University and obtained her BA in Business Administration with an emphasis in Human Resource Management in 2009.
Alesha plays a strong role on our team as a Senior Registered Associate providing operational and administration support alongside Melissa. Alesha is very personable and enthusiastic in her approach to building strong connections with clients. With her main focus centered around onboarding and general account management, she enjoys getting to know clients and understanding their financial needs. Using skills from her previous experience, she has implemented effective practices within our team's service model with the goal of enhancing and improving overall client experience and internal processes.
Our Extended Team
With The Jackson Wealth Strategy Group, you also benefit from the many resources of D.A. Davidson & Co. Our company offers a range of personalized advice and investment services designed to help you plan for a future with great financial possibilities.
Steve Condon
President, Asset Management and Trust
Legacy Planning
D.A. Davidson & Co.'s professionals work with you to help define and realize all types of life and legacy goals. Whether your ultimate objective involves saving for a child's education, planning for retirement, or selling a business, our experienced team is dedicated to developing a comprehensive, personalized plan that can help you achieve your unique goals.