How can you pursue what matters most?

Train along mountain range

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.

  • Joseph

    Joseph Hertig

    First Vice President–Wealth Management

    Market Director

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    • 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

          100 Railroad Street W
          Missoula, MT 59802
        • Scott Seifert

          Scott Seifert

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • ID
          • IN
          • MA
          • ME
          • MN
          • MT
          • ND
          • NJ
          • NV
          • NY
          • OK
          • OR
          • PA
          • PR
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

                100 Railroad Street W
                Missoula, MT 59802
              • Todd

                Todd Johnson

                Senior Vice President–Wealth Management

                Financial Advisor

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                • AK
                • AL
                • AZ
                • CA
                • CO
                • DC
                • FL
                • ID
                • MO
                • MT
                • NC
                • ND
                • NJ
                • OH
                • OK
                • OR
                • SC
                • TX
                • VT
                • WA
                • WY

                I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. I am a partner of the WSJ Group which brings over 40 years of financial expertise to our clients.

                My team provides a holistic approach focusing on planning, asset and liability management. I am committed to our community and serve as a member of Rotary International. My family and I enjoy all that Missoula and Montana have to offer, whether it be time spent on Flathead Lake in the summer or building snow forts with my two girls in the winter.

                I am a graduate of the University of Montana with a B.S. degree in Business Administration, emphasis in Finance.

                      100 Railroad Street W
                      Missoula, MT 59802
                    • Dave

                      David Slote

                      Senior Vice President–Wealth Management

                      Financial Advisor

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                      • AK
                      • AL
                      • AZ
                      • CA
                      • CO
                      • DC
                      • FL
                      • ID
                      • MO
                      • MT
                      • NC
                      • ND
                      • NJ
                      • OH
                      • OK
                      • OR
                      • SC
                      • TX
                      • VT
                      • WA
                      • WY

                      Over the last decade as a Financial Advisor, I have had the privilege of helping my clients create, plan and execute a personalized strategy to reach their retirement goals.

                      I've long realized that taking a team approach to helping our clients creates the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, as well as licenses for life and health insurance.

                      I attended the University of Montana, where I graduated with B.S. in Business Administration. My wife and I live in Missoula, MT with our four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of Kiwanis International, Estate Planning Council, and serve on my church's finance committee and foundation.

                            100 Railroad Street W
                            Missoula, MT 59802
                          • Lisa Woirhaye

                            Lisa Woirhaye

                            Senior Client Associate

                            Chartered Retirement Planning Counselor℠

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                                  • Chartered Retirement Planning Counselor℠
                                  100 Railroad Street West
                                  Suite 103
                                  Missoula, MT 59802
                                • Aurora Jungers

                                  Aurora Jungers

                                  Client Associate

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                                          100 Railroad Street W
                                          Missoula, MT 59802
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                                          Sara Wiegert

                                          Client Associate

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                                                100 Railroad Street W
                                                Missoula, MT 59802

                                              Connecting you to the deep resources of UBS

                                              By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                                              Focus on liquidity management

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                                              Tree

                                              UBS and Credit Suisse—stronger than ever

                                              Legacy—Wealth for others

                                              For needs that go beyond your own—to help you improve the lives of others

                                              What will your legacy be?
                                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                              Learn more at ubs.com/wealthway.

                                              Backed by the strength of UBS

                                              A global leader in wealth management

                                              $3.9 trillion

                                              In invested assets globally 
                                              As of 12/31/2022

                                              51 countries

                                              Our global footprint

                                              Global leader

                                              UBS is a world-leading wealth manager

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