Broker Check

Meet Our Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

509-536-9556

509-232-6604

[email protected]

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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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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Laura Carlson

Operations Manager

509-536-9556

509-232-6604

[email protected]

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

[email protected]

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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Brittany Briggs

Tax Consultant

907-283-3060

833-487-4315

[email protected]

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 Evans

Administrative Assistant

907-283-3060

833-487-4315

[email protected]

Emily has been with Fidelity Financial Services, Inc since 2015. She is responsible for maintaining public relations, general maintenance on your investment accounts, creating contracts, and assisting with tax preparation.

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Peter Bock, MBA

Portfolio Analyst

509-536-9556

509-232-6604

Peter Bock Demars 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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Taylor Demars

Paraplanner

5095369556

[email protected]

Taylor and his wife Camille were married in August 2018, and currently live in Orlando, Florida. There, Taylor is completing his MBA while Camille is pursuing her life dream of working at Disney World. They love Star Wars, and the outdoors!

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