Cyndi Friend Kay, CFP®

Senior Vice President, Financial Advisor

A Financial Advisor since 1993 and a CERTIFIED FINANCIAL PLANNER™ professional since 1998, Cyndi has the experience and rigorous training necessary to help clients manage every aspect of their financial big picture. Cyndi has long been involved in the community, having served in leadership roles with the Capital City Kiwanis Club and on the Board of Trustees of the Idaho Shakespeare Festival. She is past national secretary/treasurer for One Warm Coat, which facilitates the collection and distribution of coats to individuals and agencies in need. An avid golfer, Cyndi lives in Boise with her husband, Doug, and their two daughters.

 

 

 

Bob Vorbeck, CEPA®

Senior Vice President, Financial Advisor

Bob has lived in the Boise area since 1980, attended Bishop Kelly High School and Boise State University. Bob began his career in the Financial Services Industry in 1993.  Bob is an active member of the Arid Club and Past-President of the Bronco Athletic Association. In his spare time, Bob and his family enjoy their dogs, attending many different sporting activities, collecting classic cars and travel.  Bob and his wife, Tina, have a son, Mitchell - both Tina and Mitch are part of Kay Vorbeck Wealth Management.

 

 

 

Tina Vorbeck

Financial Advisor

Tina was born and raised in Boise, graduated from Gem State Academy and Boise State University. Tina started her career as a Financial Advisor in 2020 with a focus on financial planning. Tina enjoys travel, attending live sporting events, concerts and musical theater. Additionally, she serves on the Opera Idaho Board of Directors.

 

 

 

 

 

Shannon Shelley

Senior Registered Associate

Shannon joined D.A. Davidson in 2000 and brings over 20 years of operations experience in the financial industry. She is the contact person for day-to-day client account maintenance and support, working to provide quick turnaround time for client needs. Shannon has three grown children and lives in Meridian with her husband, Gary.

 

 

 

 

 

 

Jacob Howard

Registered Client Associate

Jacob, a veteran of the United States Marine Corps, joined Davidson in 2023 as a Registered Client Associate with over 7 years of experience in the financial sector. Jacbo has cultivated a welcoming and elevated client experience, attending to the everyday needs of clients. He holds a bachelor's degree in business and an MBA from the University of Phoenix. Jacob enjoys spending his free time with his wife nad best friend Jeannette, as well as their three boys Ayden, Kingston, and London.

 

 

 

 

Mitch Vorbeck

Client Associate

Mitch is Boise-born and raised.  Mitch joined Davidson in 2023 after 5 years in the financial services industry. As a Client Associate dedicated to Kay Vorbeck Wealth Management clients, he looks forward to facilitating client needs any way he can. Outside of work, Mitch enjoys participating in skiiing, cycling and anything cars. Mitch also enjoys speding time with family and friends and his dog, Bella