Holly joined D.A. Davidson Trust Company in 2026 as a Trust & Fiduciary Advisor. She has more than 20 years of experience working in the financial industry, with a background in trust, office administration, accounting, and customer service.
Prior to joining D.A. Davidson Trust Company, Holly served as a Wealth Management Trust Officer with First Interstate Bank for eight years, administrative assistant to their Wealth Management Team for four years, and was in accounting and customer service with a credit union before that.
Holly was born and raised in Missoula, Montana, and relocated to Bozeman, Montana, in 2014. She holds the Certified Trust and Fiduciary Advisor (CTFA) certification.
D.A. Davidson Trust Company
1101 E Main St., Suite 301
Bozeman, MT