Our Qualifications

Swanson & Boley Wealth Strategy Group, A Service of D.A. Davidson & Co., strives to give each and every client independent, thoughtful financial advice through a carefully constructed wealth management plan. With the strength of advice, we work alongside our clients to plan, prosper and achieve financial goals during every stage of life.

TRACY SWANSON, CWS®, Senior Vice President, Financial Advisor, Branch Manager


As part of the Swanson & Boley Wealth Strategy Group, A Service of D.A. Davidson & Co., Tracy focuses on comprehensive financial planning and multi-generational legacy planning for clients. He has been in the financial services industry since 1974, joining the Sheridan D.A. Davidson office in 1998 after previously working with Piper Jaffray. To better assist his clients with their complex financial needs, Tracy earned the Certified Wealth Strategist® designation. He also specializes in Strategic Retirement Planning, assisting with clients' transitions from a career into retirement. In addition, Tracy is Branch Manager of the D.A. Davidson offices in Wyoming.

Tracy is active in the community with a wide range of volunteer experience and currently serves as a Northern Wyoming Community College District Board Trustee. Tracy is former Chairman of the Wyoming Retirement Board and has served in leadership roles with St. Peter's Episcopal Church, the Wyoming Diocesan Council, and on the Big Horn Equestrian Center Board of Directors. Tracy and his wife, Liz, have two grown children, Donde and Todd, and four grandchildren. Tracy and Liz are active in their church and enjoy travel.  CA Ins. Lic # 0G73247


FRANKLIN N. BOLEY CFA, CFP®, CIMA®, Senior Vice President, Financial Advisor, Co-Branch Manager

As part of the Swanson & Boley Wealth Strategy Group, A Service of D.A. Davidson & Co., Frank focuses on providing a variety of investment strategies to meet the individualized needs of each client. He joined the Sheridan office of D.A. Davidson & Co. in 1998, and quickly learned that he has a passion for helping clients achieve their financial goals through portfolio construction and management. Frank also specializes in Strategic Retirement Planning, which includes a process for assisting clients through their career to retirement transition. He holds a degree in economics from Oberlin College and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Analyst® (CFA) and Certified Investment Management Analyst® (CIMA) credentials, meeting rigorous standards by which top advisors are measured throughout the U.S.

Frank has served in a variety of leadership positions with local organizations. He currently serves on the Wyoming Community Foundation Board of Directors, previously served on the Sheridan WYO Rodeo Board of Directors, and is past President of the Sheridan County Memorial Hospital Foundation. Frank and his wife, Georgia, have two children, Olivia and Elliot. As a family, they enjoy skiing, golfing, fishing and boating.  CA Ins. Lic #0G73303


JAMIE WILLIAMS, FPQP™, Senior Registered Associate, Supervisory Branch Operations Manager

Jamie joined D.A. Davidson in 2014 and has a true passion for helping clients with all of their day-to-day financial needs. She brings extensive customer service and industry knowledge to the team. In addition, Jamie works alongside the leadership team as Branch Operations Manager to assist with the daily operations of the Sheridan office. She holds the Series 7 and Series 66 security licenses, allowing her to buy and sell securities for clients, her Series 9 and Series 10, and has earned the Financial Paraplanner Qualified Professional™ designation.

Jamie is actively involved in the community as the President of the Sagebrush Elementary PTO and serving on the Board of Directors for the Sheridan Young Guns Wrestling Club. Jamie and her husband, Matt, have three children. In her spare time, she enjoys camping, fishing, hiking and watching her kids wrestle and play baseball.