Instructor Bio

Daniel Trost

Dan is a native Montanan who was raised in Great Falls but has also had the privilege to call Billings, Bozeman, and now Helena home. He’s been in the financial services industry for 19 years and is in his 11th year with D.A. Davidson & Co.

Dan holds both bachelor’s and master’s degrees in Applied Economics from Montana State University and a graduate degree in Banking earned at Georgetown University. In addition, Dan has earned a Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards and a Certified Wealth Strategist® (CWS®) designation from Cannon Financial Institute. Dan is also proud to be a member of D.A. Davidson & Co.’s Chairman’s Council, which recognizes top financial advisors for their client-first focus and involves them in the direction and philosophy of the firm.

Dan was recently appointed to the Board of the Montana Teachers Retirement System, which is tasked with ensuring the long-term viability of that defined-benefit program. He’s also happy to serve on the finance committee of United Way of the Lewis & Clark Area, an organization doing so much good in the Helena community.

Dan, his wife Cassie, and three young boys are thrilled to call Helena home and spend much of their free time enjoying all of the nearby trails, ski hills, lakes and rivers.

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