Episode 10: Financial Planning and Philanthropy feat. Dan Trost

from Impact Under the Big Sky: Stories of Philanthropy in Montana

In this episode of Impact Under the Big Sky, host Heather Ohs sits down with Dan Trost, Senior Wealth Management Advisor at DA Davidson and Trost Wealth Management Group in Helena. Together, they explore how retirement planning, estate planning, and tax strategies intersect with charitable giving and legacy building. Dan shares how he guides clients in aligning their financial goals with meaningful philanthropy, and how working with Montana Community Foundation can help turn generosity into lasting impact across the state.

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This episode is 15 minutes long.

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This episode was published on December 15, 2025.

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