Dan Garrett is a Co-Founder and the Managing Director of Advisor Digital. After a 35+ year career in management and technology consulting and managed services, serving businesses from start-ups to Fortune 50 across many industries, including financial services, Dan joined SRG Financial Advisors as Director of Strategy and Technology in 2022. To set their strategy, determine the gap between current and desired future states, and develop a transformation plan, Dan led SRG through an Assessment and Roadmap. That transformation plan included formalizing the operations model and processes, as well as selecting and implementing a future-ready technology stack to support the desired advisor deliverables and client services.

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Following multiple walkthroughs of the updated operations model and supporting tech stack to peer advisory firms, Advisor Digital was created in 2024 in response to the question that arose in every demo: "How can we implement this operations model and tech stack?" Advisor Digital was created to provide a cost-effective solution for implementing and managing operations models and integrated technology stacks for today's independent advisory firms and RIAs.

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Dan lives at Lake of the Ozarks in central Missouri with his wife, Tracy. Outside of work, he enjoys playing trumpet and flugelhorn in the Lake Jazz Band, an 18-piece traditional big band, boating, traveling, cooking, listening to podcasts and audiobooks, and spending time with family and friends.

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