Insight-based advice

Lift ascending the mountains

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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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.

  • Drew Kliber Profile Photo

    Drew Kliber

    Senior Vice President–Wealth Management

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    • AK
    • AZ
    • CA
    • CO
    • FL
    • IA
    • ID
    • IL
    • KY
    • MI
    • MN
    • MS
    • MT
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • TN
    • TX
    • UT
    • VA
    • WA
    • WY

    After graduating from Hamilton College in upstate New York with a B.A. in economics, Drew worked in a public corporation for six years and then joined Smith Barney in 1997. He co-founded the Rocky Mountain Group in 2000 and joined UBS in 2006. He has extensive experience in wealth management, investments and financial planning. He and his wife, Heather, have three children and live in Missoula.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Hamilton College, B.A. Economics
      2575 East Camelback Road
      Suite 900
      Phoenix, AZ 85016
    • Tia Pitt Profile Photo

      Tia Pitt

      Senior Client Associate

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      • CA
      • MT

      Tia joined UBS and the Rocky Mountain Group in November 2008 and has over 10 years of experience in the financial services industry. She started her career with Smith Barney in Bozeman, Montana, and in 2003 joined the Smith Barney office in Missoula as Operations Manager. She holds her Series 7, 9, 10 and 63 securities licenses. Tia is a Montana native and an honors graduate from Montana State University with a B.S. in sociology and a minor in business administration. She is married and lives with her husband, Adam, and son in Missoula.

        • Montana State University, B.S. Sociology, Minor in Business Administration
          100 Railroad Street W
          Missoula, MT 59802

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        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.

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        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

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        UBS is a world-leading wealth manager