My husband and I own three businesses in Kalispell. Dan has patiently explained and helps us with all of our financials. He also handles our investment accounts. We are very pleased with his expertise, honesty and patience. His staff has longevity and is extremely knowledgeable and helpful. I would recommend Dan Ulvila to anyone. We consider him an asset to our businesses. Dan has not only has experience and education he is practical and understands small business as well as our goals for retirement planning. Trust, knowledge, professionalism and loyalty. Dan is truly a asset. Stacy & Steve Hughes