Background
Dan is a seasoned financial services executive, wealth management professional and community leader whose career spans more than three decades. A graduate of Montana State University–Northern, Dan’s professional career is rooted in Montana. With a leadership career extending throughout the Rocky Mountain region, Dan has dedicated his professional life to building relationships, developing people and helping families and business owners achieve lasting financial success.
Dan began his career in financial services in 1992 with Piper Jaffray, serving as a financial consultant and branch manager. In 1999, he joined RBC Wealth Management, beginning a long association with one of North America’s established financial institutions. Over the following decades, Dan took on increased leadership responsibility, culminating in serving as the senior managing director and complex director of RBC Wealth Management’s Rocky Mountain Complex.
For approximately 20 years, Dan led operations across the region, working closely with financial advisors, branch leadership and support professionals. His responsibilities included supporting business development, recruiting and developing financial advisors, strengthening the organization’s culture and helping teams navigate an evolving financial services industry.
Current role
In 2026, after approximately 20 years of executive leadership, Dan made the decision to step away from his responsibilities as complex director and return to his roots as a financial advisor—an invaluable opportunity to directly apply decades of leadership experience to the needs of clients.
At Summit Legacy Wealth Advisors of RBC Wealth Management, Dan serves clients through offices in Great Falls, Montana, and the Denver metropolitan area. The practice focuses on helping individuals, families and business owners navigate complex financial decisions, preserve wealth and plan for future generations. Dan’s Montana background has helped shape his approach to business, leadership and life and the values often associated with the state—hard work, personal accountability, integrity and the importance of one’s word—are central themes in his professional philosophy.
