Our Strategic Partners
Partnering with Trost Wealth Management offers access to the trusted network of industry experts, operations specialists, and research professionals that help us achieve more for our clients.
As a part of D.A. Davidson Companies, we have significantly deeper capabilities than most advisory firms — allowing us to provide the expertise you need, when it matters most.
We align ourselves with a team of professionals, all with the goal of enhancing the process we’ve designed for our clients.
Broader capabilities. Deeper expertise. Better results.
Steve Condon
President, D.A. Davidson Trust Company
As President of D.A. Davidson Trust Company, Steve has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm’s team of professionals.
Steve is the former President of The Corundum Group, a registered investment advisor and family office in Colorado, and the Corundum Trust Company. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company that operated not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Corundum operated as the family office for a select group of families representing multiple Fortune 500 companies.
Previously, Steve was a Partner and Director of Wealth Management for J.C. Bradford & Company, a regional investment firm in Nashville. He led the Trust Company for Bradford as well as the Executive Financial Planning and Corporate Executive and Retirement Services. Prior to joining Bradford, he was Vice President and Director of Corporate Executive Services at RBC Wealth Management in Minneapolis.
Steve holds a Bachelor of Science in Business Administration from the University of Minnesota’s Carlson School of Management. He is an active volunteer, previously serving as Chairman of Discover Goodwill and a board member of the Downtown Business Improvement District and Catholic Charities. He lives with his wife, Karen, in Seattle.
Scott Haigh
Senior Vice President, Co-Chief Investment Officer, Director of Managed Asset Research
Scott joined the Managed Assets Department as an analyst in 1998 and has been instrumental in the design and implementation of the department’s discretionary asset allocation programs.
Scott is head of the department’s investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm’s proprietary Managed Funds Portfolios program. In addition, he provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs.
Previously, Scott worked as an insurance products analyst at Prudential Securities. He holds a bachelor’s degree in economics from Montana State University.
Matt Mendez
Vice President, Director of Insurance and Annuities
As Director of Insurance and Annuities, Matt helps advisors understand, expand and refine the role insurance and annuities play in their clients’ portfolios. His experience helping develop sales strategies, conduct due diligence and competitive analysis on life insurance and annuity products plays a vital role in helping financial professionals provide consultation on client cases.
Before joining D.A. Davidson in 2022, Matt served most recently as Manager of Annuity Product Marketing for Independent Financial Group (IFG). In that role, he built and managed annuity product offerings and sales strategy for a firm with 640 representatives across 40 states. Prior to IFG, he spent 17 years acting in various industry consulting and sales roles.
A strong collaborator, Matt is experienced in building relationships with internal and external stakeholders. He is fluent in the products and technology supporting insurance and annuities, including annuity order entry systems, insurance products, estate planning, and fixed, variable and fee-based annuities.
When Matt is not helping clients protect their assets, you can find him on the go taking advantage of the great weather in San Diego, where he makes his home.