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Supporting Your Financial Journey

Our Strategic Partners

We combine our experience with the skills of other D.A. Davidson professionals who specialize in the areas of trust, estate, and wealth planning to assist in developing a truly comprehensive plan. As a client of Patrick O'Leary Wealth Management, you have access to these well-qualified professionals and more.

Nathan Haney

Senior Vice President, Trust & Estate Planning

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.