Our Qualifications

Daniel Trost, CFP®, CWS® has been in the financial services industry for over 20 years and with D.A. Davidson & Co. since 2008. Dan was born and raised in Great Falls, Montana. He 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®) certification from the CFP Board and a Certified Wealth Strategist® (CWS®) designation from Cannon Financial Institute. Dan is 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. He is also proud to serve on the Board of the Montana Teachers Retirement System and on the Finance Committee of the United Way of Lewis and Clark County. He and his wife, Cassie, have three boys, Lucas, Aaron, and Isaiah.


Lexie Bass, CWS®, FPQP® is a Senior Associate Financial Advisor and started with the firm in 2013. She previously worked for Wendy's of Montana as a Marketing Associate and Executive Assistant to the President. Lexie holds a bachelor's degree in finance and marketing from Northern Arizona University. She earned a Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning. Lexie and her husband, Erik, have two daughters, Vivian and Hazel.