Our Team

Anthony L. George
Vice President, Financial Advisor

As a Financial Advisor, with 30 years of experience, Tony has never been more committed to providing comprehensive wealth management to help his clients pursue what matters most. Wealth management is about more than just helping you manage assets, it is about helping you uncover what is most important in your life, prioritizing multiple goals, offering guidance and creating a strategic plan that leads to the life and the legacy you've always imagined.

Tony focuses primarily on effective succession planning, exit strategies and personal financial planning for business owners and families. His passion is to provide the value added service and guidance that helps his clients develop a sustainable life plan to achieve their personal, business and other financial goals.

His Mission is: To make a significant difference in my clients' lives by helping them achieve their financial goals, enabling them to pursue what matters most.

Tony is President of the Board of Child Bridge of Montana and serves as a council member of his church. He has been married to his best friend Bonnie for 20 years. Tony and Bonnie are passionate about mentoring married couples and individuals. They have a son AJ (9) and a daughter Lexi (6).

 

 

Darcee Campanella is a Registered Client Associate with over 37 years of experience serving clients.

Darcee has a passion for helping and serving and she loves working with clients and making a difference in their lives.  Prior to joining D.A. Davidson, Darcee began her successful career in 1986 at Shearson Lehman Brothers and has worked continuously in the securities industry.   Darcee has been married to her high school sweetheart, Clint, for 37 years, they have two beautiful grown daughters and one grandson.

Darcee holds the Series, 7, 63 and 65 FINRA registrations as well as the CRPC® Chartered Retirement Planning Counselor designation.

 

 

 

 

 

 

 

 

Our Extended Team

 

Nathan HaneyNathan Haney

Vice President, Trust & Estate

Nate joined D.A. Davidson in 2023 with a wealth of comprehensive estate planning experience. Prior to joining the firm, he maintained a law practice focused primarily on income and estate tax planning, probate, trust and estate administration, business formation, and succession planning. Within the area of estate planning, Nate worked with business owners and key employees to assist them with business succession in a tax (both income and estate) efficient manner.

Nate obtained his law degree from the University of Montana in 1999, and his Master of Laws (LL.M.) degree in taxation from New York University in 2000. He then served as an attorney-advisor to Judge Herbert L. Chabot of the United States Tax Court in Washington D.C. from 2000-2002 before returning to Montana in 2002.

 

 

 

 

 Ryan Halleran

 Sr. Vice President, Director of Wealth Planning

 Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of   Director of Wealth Planning. He most recently served as the Advanced Planning Team   lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led   the build-out of a bespoke planning process to address the complex needs of clients in   the space. Ryan has been able to draw on his years of experience as a financial   advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and   moving to high-producing teams, with an emphasis on wealth planning, tax mitigation,   asset transfer and philanthropic giving strategies for high net worth clientele. In addition   to deep financial services experience, Ryan's passion for leadership has led him to   community positions early in his career, including President of his Rotary Club chapter,   founding a Young Professionals organization, serving two elected terms on the   Community Council of Anthem, AZ, and President of the Council in 2016. Ryan holds a   bachelor's degree from the University of Washington and a law degree in business/ tax   law from the University of Idaho. He lives in Sammamish, WA, with his wife and two   daughters.