Experience

Makes all the difference

Joseph Hertig

First Vice President–Wealth Management

Market Director

Registered States:
  • AK
  • AK
  • AL
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • HI
  • ID
  • IL
  • IN
  • KY
  • KY
  • LA
  • LA
  • MA
  • MD
  • MD
  • ME
  • MN
  • MO
  • MT
  • NC
  • ND
  • ND
  • NH
  • NH
  • NJ
  • NJ
  • NM
  • NM
  • NV
  • NY
  • OH
  • OH
  • OK
  • OR
  • PA
  • PA
  • PR
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2024The 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, 2024The 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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

100 Railroad Street W
Missoula, MT 59802

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Kerry Witterschein

Associate Director

Admin Manager

Registered States:
  • AK
  • MT
  • OR
  • TX
  • WA
600 Southwest Columbia
Building 4 (Suite 6200), 2nd Floor
Bend, OR 97702

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James Wilson

Director

Supervisory Officer

Registered States:
  • MD
  • MT
  • OR
  • WA
Home Worker MD
Home Worker MD, MD 000

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