Meet Your Team
David Demars, MBA, CFP®, CLU, ChFC
Certified Financial Planner™
509-232-6604
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! :)
Brent Sears, CFP®
Certified Financial Planner™
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 Demars, MBA
Financial Planner
Get to Know Taylor on a Personal Level thru this video Taylor completed a Bachelor’s degree in Supply Chain Management from Brigham Young University, in Provo, Utah, and is currently completing his MBA through Purdue Global...
Laura Carlson
Operations Manager
509-232-6604
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
Operations Manager
509-232-6604
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, MBA
Portfolio Analyst
509-232-6604
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...
Brittany Briggs
Tax Consultant
833-487-4315
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...
Emily Seiffert
Payroll Specialist
833-487-4315
Emily joined our team in 2015 and has since expanded her knowledge base tremendously. She is a QuickBooks Pro Advisor and is responsible for...
Ted Demars, MBA, CLU, ChFC
Retired
509-232-6604
Ted Demars brings to the team over 42 years of experience in the Financial and Estate Planning field. He and his wife, Jean, raised their family in Spokane Washington. Ted Demars was a Lieutenant Colonel in the US Air Force and flew...
Elizabeth Mesa
Administrative Assistant
833-487-4315
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...