Broker Check

Meet Your Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

509-536-9556

509-232-6604

David@DemarsFinancial.com

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! :) 

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Brent Sears, CFP®

Certified Financial Planner™

5095369556

brent@demarsfinancial.com

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...

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Taylor Demars

Financial Planner

5095369556

taylor@demarsfinancial.com

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...
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Laura Carlson

Operations Manager

509-536-9556

509-232-6604

Laura@DemarsFinancial.com

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...

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Linda Beitey

Operations Manager

509-536-9556

509-232-6604

Linda@DemarsFinancial.com

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...

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Peter Bock, MBA

Portfolio Analyst

509-536-9556

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...

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Brittany Briggs

Tax Consultant

907-283-3060

833-487-4315

Brittany@DemarsFinancial.com

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...

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Emily Seiffert

Payroll Specialist

907-283-3060

833-487-4315

Emily@DemarsFinancial.com

Emily joined our team in 2015 and has since expanded her knowledge base tremendously. She is a QuickBooks Pro Advisor and is responsible for...

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Ted Demars, MBA, CLU, ChFC

Retired

509-536-9556

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...

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Elizabeth Mesa

Administrative Assistant

907-283-3060

833-487-4315

Elizabeth@DemarsFinancial.com

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...

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



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