Billings, MT Hart Albin Office

Chad Lippert is a CFP® with 28 years of experience in the financial industry and has been with D.A. Davidson & Co. for 27 years. He manages Lippert Farms, LLC, a farming operation, and serves as the head varsity football coach for the Broadview School District. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Todd Preston is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2002. Outside of his advisory role, he serves as Chair of the School District #2 Audit Committee and as Secretary/Treasurer of the Shadow Lawn Home Owners Association. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Patrick Oleary is a CFP®-certified financial advisor with 30 years of experience at D.A. Davidson & Co. in Billings, MT, where he has worked since 1996. He serves on the board and committees of the Billings Catholic Schools Foundation, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Dale Haarr Jr. is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 credentials and offering 30 years of industry experience. He has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, he is involved in community service through the Billings West Rotary Club, where he serves as a board member and president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and wealth management programs for high-net-worth clients.

Anthony George is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 15 years before joining D.A. Davidson in 2021. Outside of his advisory role, he manages an airplane hangar through ZEPHANIAH, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of planning and advisory services under fiduciary standards, including specialized offerings for high-net-worth clients and municipal advisory activities.

Marci Funk is a financial advisor with D.A. Davidson & Co. in Billings, Montana, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at UBS Financial Services from 2014 to 2021. Outside of her advisory role, she owns and operates 406 Lather SoapCo, a sole proprietorship involved in soap manufacturing and sales. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Darcee Campanella is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. She previously worked at Merrill for 15 years and Bank of America for seven years before joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients.