Washington State University, B.S. Economics
Investment Advisor Representative

John is responsible for overall management of the firm; client investment strategy; evaluation of performance; reporting; financial analysis; and recruiting clients.  All personnel report to the Managing Director. 

Profile: John is the Managing Director of Buckley Investment Group LLC.  Prior to forming Buckley Investment Group LLC, John was the Managing Director of Investments at USBancorp Piper Jaffray.  John joined UsBancorp Piper Jaffrey when his previous firm Ragen MacKenzie was bought by Wells Fargo.  At Ragen MacKenzie, a Seattle-based private investment firm specializing in private wealth management, John served as a registered representative and attained the position of Senior Vice President. He was responsible for portfolio management, security analysis, and investment consulting.  John began his investment career in 1989 with Dain Bosworth working with private clients.

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Whitman College, B.A. Political Science
Gonzaga University School of Law, J.D.
Investment Advisor Representative

Dave develops client investment strategies by using wealth planning tools and strategic asset allocation analysis.  Dave monitors and evaluates portfolio performance and provides individual client reports and investment advice. 

Profile: Dave brings a wealth of experience to Buckley Investment Group, LLC.  Prior to joining our firm, Dave was a Financial Consultant for D.A. Davidson & Co where he provided wealth planning, investment, and portfolio construction services.  Dave also served six terms in the Washington State Legislature, rising to the position of Majority Leader in the State House.  He served several years on the House budget committee (Appropriations) and on the government bond committee (Capital).  During his tenure in the Legislature, Dave earned his law degree.  Upon his retirement from public office, Dave provided public policy and environmental law consulting to a select list of clientele.

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University of Maryland European Division, Business Finance
Walla Walla Community College, A.A. General Studies
Investment Advisor Representative

Melissa is responsible for investment research, advising, and client support. 

Profile:  Melissa is a registered investment advisor, provides support to the firm’s clients, and monitors compliance requirements.  Prior to joining the firm, Melissa was a Branch Manager for Banner Bank in Walla Walla.  Her responsibilities included business development, managing the income and expense budget, monitoring compliance and fraud detection, and directing staff.  Melissa began her career in the financial industry 14 years ago where she worked with retail banking clients to recommend and open appropriate investment vehicles such as IRAs and CDs.

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