TOLL FREE:: 844.590.6081
Daniel “Dan” Bettencourt, private banker and financial advisor, joined Ashton Thomas in 2019.
A graduate of the Western New Mexico State with a dual degree in operations management and education, and a minor in accounting, Dan’s career has included financial roles in the aerospace, airline and commercial mining industries, primarily in New Mexico and Montana.
Dan had the opportunity to work with Herb Kelleher and a client service team at Southwest Airlines at a time when they were revolutionizing the customer experience.
When the domestic mining industry was impacted by plummeting copper prices, Dan returned to Western New Mexico State to complete his MBA. He then entered the middle market lending arena with Wells Fargo, eventually focusing on commercial real estate. After rising to a regional leadership position, Dan and his wife, Laura, decided to consider relocating to raise their growing family. “We were seriously looking at Durango, Colorado, when a colleague told me about Bozeman, Montana,” he says. After visiting Bozeman, they made the decision to move in short order.
Following the move to Montana, Dan became interested in personal finance and wealth management, and made the move to the private banking channel at Wells Fargo in 2013. It was there that he met his current business partner, Bratton DuBose, CFP®. In 2016, the team added advisor Rebecca “Becca” Dammann from DA Davidson. Today, they serve some of the region’s most affluent and influential families.
Dan and the team joined Ashton Thomas to help clients “build, protect, manage and transition their wealth,” he says. “Big financial institutions are moving toward a more digital experience at the expense of relationships. The client sometimes gets lost in that process. We wanted to stay focused on our relationships without sacrificing the benefit of modernization and efficiency.”
Dan is presently studying to obtain his CFP® Professional designation. “You have to consider financial capital and human capital for high-net-worth clients,” he says. “Financial planning should help uncover their human, social and intellectual objectives.”
Dan and Laura have three children, Nick, Jonathan and Allison. Dan has served as treasurer for Rocky Mountain Respite, helped sponsor the inaugural Bozeman International Film Festival, and is personally committed to ending childhood hunger in Montana. Recreationally, he enjoys fly fishing with the family and spending time outdoors.