Daniel joined Ashton Thomas Private Wealth in 2022 as a Senior Private Client Tax Advisor. He is based out of the firm’s Bozeman, Montana, office and works with Murray Smith as part of the Advanced Planning Team.
Dan attended Norwich University on a Marine Corps scholarship, graduating with a degree in Accounting. Following college, Dan was commissioned as an Officer in the U.S. Marine Corps in 2009, completing a tour in Afghanistan and later serving as an Artillery Instructor based in Fort Sill, Oklahoma. In 2016, after retiring from military life, Dan and his family moved to Bozeman, where he earned a Master of Professional Accountancy degree from Montana State University. He followed this achievement by pursuing the Certified Public Accountant (CPA) designation, earning the credentials in 2018.
Prior to joining Ashton Thomas, Dan began his accounting career as a CPA and staff accountant for a regional accounting firm based in Bozeman. He later served as Senior Manager of Tax Solutions at XY Planning Network, where he oversaw a team of accountants, providing tax planning and income tax preparation to financial advisors across the country.
When he is not in the middle of tax season, Dan, his wife, Desiree, and their four children thoroughly enjoy the outdoors and take advantage of fishing, hiking, and all that Montana has to offer.