Wealth advice that helps inspire confidence

DBT Wealth Management Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • 20210730 - Sandra R. Dalton

    Sandra Dalton

    Managing Director–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • MI
    • MN
    • MT
    • NE
    • NM
    • NY
    • OH
    • OK
    • OR
    • TX
    • UT
    • WA
    • WI
    • WY

    Sandy has over 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers. She currently serves as Chairman of the Board of the Boise Rescue Mission and as a member of the Roman Catholic Diocese of Boise Finance Council. She has served as Chairman of the St. Luke's Health Foundation, as President of the Boise Rescue Mission Foundation, and was a charter member of the Idaho Women's Charitable Foundation. She co-chaired the capital campaign for City Light Home for Women and Children, the Valley Women and Children's Shelter in Nampa, and has served on the Boards of the Thomas Foundation, Immanuel Lutheran Church and Luther Heights Bible Camp. Sandy has appeared on Fox Business News and has been a regular guest on KTVB's It's Your Business program.  She was named a Barron's Top advisor ranked #1 in Idaho in 2012, 2016, 2017, and 2018; in addition she has been recognized as a Forbes America's Top Women Advisor and a Forbes Best-In-State Wealth Advisor in 2018, 2019, 2020, and 2021.  A native of Idaho, Sandy and her husband live in Boise and have three children.

    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2020, 2021, 2022
    • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022
    • Forbes/SHOOK Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022
    • Virginia Tech, B.S. Accounting
      1161 West River Street
      Suite 340
      Boise, ID 83702
    • William R. Bahney 2

      William Bahney

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
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      • CT
      • ID
      • IL
      • IN
      • MI
      • OR
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      • WI

      William Bahney:

      Bill has over 40 years of experience partnering with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He began his career with Merrill Lynch after receiving his M.B.A. from Indiana University in 1972. Bill worked as a Financial Advisor in Denver Colorado for 20 years, and after being appointed Vice President in 1992, was selected to become a Managing Director, serving in that capacity for 15 years. During that time, he was responsible for 25 offices in Texas, California, Arizona, and Idaho from 1992 to 2008. Bill returned to Boise in 2008 to join the Dalton Bahney Treinen Wealth Management Group and is currently serving on the Board of Directors of the Boise Rescue Mission.  He has a son, daughter-in-law, grandson, and granddaughter who reside in the East Bay.

        • Indiana University, M.B.A.: 1972
          1161 West River Street
          Suite 340
          Boise, ID 83702
        • 20210730 - Michael S Treinen

          Michael Treinen

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • MI
          • MN
          • MT
          • ND
          • NE
          • NM
          • NV
          • NY
          • OH
          • OR
          • TN
          • TX
          • UT
          • WA
          • WI
          • WY

          As a CERTIFIED FINANCIAL PLANNER™ professional, Mike addresses major planning areas such as financial planning, investment planning, income tax planning, retirement planning, estate planning, insurance planning, and employee benefits planning. Mike also has his Certified Divorce Financial Analyst™ designation. He graduated magna cum laude from the University of Denver with a Bachelor of Science degree, and went on to receive an M.B.A. from the University of Denver’s Daniels College of Business. His M.B.A. program focused on finance, emphasizing such topics as managing portfolio risk and analyzing investments. Mike is on the Board of Directors for the Idaho Catholic Foundation, where he serves on the Investment and Executive Committees.  He is also on the Board of Directors for Opera Idaho and served on the Board of Directors for Caring Hearts and Hands of Hope, a local non-profit that provides educational support to orphans in Kenya.  Mike was recognized as a Forbes America's Top Next-Generation Wealth Advisor in 2017, 2018, and 2019.  Mike resides in Boise with his wife, two sons, and daughter.  He enjoys spending time in the Idaho outdoors with his family.

          • Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors, 2018, 2019
          • Forbes/SHOOK Best-In-State Wealth Advisors, 2020, 2021, 2022
          • Forbes/SHOOK Top 250 Next-Generation Wealth Advisors, 2017, 2020
          • University of Denver, M.B.A.
          • University of Denver, B.S.
          • CERTIFIED FINANCIAL PLANNER™
          1161 West River Street
          Suite 340
          Boise, ID 83702
        • 20210730 - Benjamin G Dalton

          Benjamin Dalton

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IL
          • MI
          • MN
          • MS
          • MT
          • NE
          • NM
          • NY
          • OH
          • OR
          • TX
          • UT
          • WA
          • WI
          • WY

          Ben partners with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He graduated from Boise State University with a Bachelor's degree in Business Economics, and in 2012, he joined the Dalton Bahney Treinen Wealth Management Group. Ben currently serves on the board of Caring Hearts and Hands of Hope, a local non-profit helping orphaned children in Kenya receive an education so that they may go on to college. He has also served as President of a local Toastmasters International club and helped establish the Alumni Chapter of the College of Business and Economics at Boise State. Ben was recognized as an Honoree in Idaho Business Review's 2021 Accomplished Under 40 program. Ben and his wife, Jennica, have a young daughter and two twin sons. He enjoys spending time outdoors with his family.

          • Forbes/SHOOK Best-In-State Wealth Advisors, 2022
          • Boise State University, Business Economics
            1161 West River Street
            Suite 340
            Boise, ID 83702
          • Breanna L Brandon

            Breanna Brandon

            Wealth Strategy Associate

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            • CA
            • CO
            • CT
            • ID
            • NM
            • OH
            • OR
            • WA

            Breanna is a Wealth Strategy Associate for the Dalton Bahney Treinen Wealth Management Group. Her primary responsibilities include assisting financial advisors in client conversations, providing analytic information and support for client relationship building, and developing strategies to help clients reach their financial goals. Breanna graduated from Boise State University in 2012 with a Bachelor's degree in Political Science emphasizing Public Law and Political Philosophy. Breanna holds both the Series 7 and Series 66 securities licenses. She enjoys painting, fishing, and spending time with her daughter, Evelyn, in the great outdoors.

              • Boise State University, Political Science: 2012
                1161 West River Street
                Suite 340
                Boise, ID 83702
              • 20210730- Jill Lipscomb

                Amy Jill Lipscomb

                Senior Client Service Associate

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                With over 18 years of experience in the financial/investment field, Jill is responsible for all facets of client service for The Dalton Bahney Treinen Wealth Management Group. Having graduated from Abilene Christian University in 1994 with a Bachelor's degree in Music for Classical Vocal Performance, she has performed multiple roles in operas and musicals in venues from Sacramento to Tampa. Jill’s interests include cooking, volunteering with her church or and local organizations, attending and/or participating in performing arts productions and laughing a lot with her husband, Christian, and her son, Rowan.

                  • Abilene Christian University, B.A., Music for Classical Vocal Performance
                    1161 West River Street
                    Suite 340
                    Boise, ID 83702
                  Education financing

                  Education financing

                  Retirement planning

                  Retirement planning

                  Multigenerational planning

                  Multigenerational planning

                  A way forward

                  Understanding your life, your wealth and what you want to accomplish.

                  We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

                  Let's talk about how we can help you plan for the life you want

                  Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  $3.3 trillion

                  In invested assets globally 
                  As of 12/31/2021

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a world-leading wealth manager