Your life. Your wealth. Your future.

Pursue what matters most

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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.

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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.

  • Joe Hertig

    Joseph Hertig

    First Vice President–Wealth Management

    Market Director

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    • AK
    • AK
    • AL
    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DC
    • FL
    • GA
    • HI
    • HI
    • ID
    • IL
    • IN
    • KY
    • KY
    • LA
    • LA
    • MA
    • MD
    • MD
    • ME
    • MI
    • MI
    • MN
    • MO
    • MS
    • MS
    • MT
    • NC
    • ND
    • ND
    • NE
    • NE
    • NH
    • NH
    • NJ
    • NJ
    • NM
    • NM
    • NV
    • NY
    • OH
    • OH
    • OK
    • OR
    • PA
    • PA
    • PR
    • SD
    • SD
    • TX
    • UT
    • VA
    • VT
    • VT
    • WA
    • WI
    • WY
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        100 Railroad Street W
        Suite 103
        Missoula, MT 59802
        joseph.hertig@ubs.com
        Joseph Hertig
        100 Railroad Street W,Missoula,MT,59802
      • Kerry

        Kerry Witterschein

        Associate Director

        Assistant Operations Manager

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        • AK
        • AL
        • DC
        • FL
        • HI
        • IN
        • MA
        • MD
        • ME
        • MI
        • MT
        • NE
        • NJ
        • OK
        • OR
        • PA
        • SD
        • TX
        • UT
        • VT
        • WA
        • WI

              600 Southwest Columbia
              Building 4 (Suite 6200), 2nd Floor
              Bend, OR 97702
              kerry.witterschein@ubs.com
              Kerry Witterschein
              600 Southwest Columbia,Bend,OR,97702
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              James Wilson

              Director

              Supervisory Officer

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              • MD
              • MT
              • OR
              • WA

                    Home Worker MD
                    Home Worker MD, MD 000
                    james.wilsonjr@ubs.com
                    James Wilson
                    Home Worker MD,Home Worker MD,MD,000
                  Three generations in apple orchard

                  Turn possibilities into a plan

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                  A leading global wealth manager

                  Texas

                  Texas flood relief

                  Support and resources

                  Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.

                  Learn how you can get involved and make an impact through the UBS Optimus Foundation.

                  The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.

                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $6 trn

                  UBS Group invested assets
                  As of 12/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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