Experience. Advice. Collaboration.

Comprehensive solutions to address your most important goals

Scott is passionate about delivering a highly personalized wealth management experience. With more than three decades of industry experience, he is a skilled and credentialed Financial Advisor with a lifelong commitment to helping his clients achieve their most important financial goals. Scott’s vision is to get to know each client and their values before taking them through a detailed investment planning process in order to develop, implement and track strategies.

Scott offers customized financial strategies in areas such as retirement planning, asset management, liability management, cash flow analysis, concentrated stock strategies and estate preservation.

Scott started his professional career in 1995 at Merrill Lynch, where he eventually became a Senior Vice President and Wealth Management Advisor. Scott joined UBS in 2021, bringing with him 29 years of portfolio management and financial services experience.

Credentials that build confidence

·       University of Montana - Bachelor of Science, Business Administration

·       Series 7, 63, 65, & 31 Securities licenses

·       Certified Financial Planner^TM (CFP®) professional

Outside the office

Scott is a native of Montana and enjoys physical training, various outdoor activities, and is an avid reader.  He enjoys spending time with his two adult children and is also involved with the Missoula Chamber Ambassadors.

• University of Montana, Bachelor of Science - Business Administration

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

Vivo pro hodie, paro pro cras – Live for today, but plan for tomorrow

Joe strives to provide excellent service with an unyielding focus on what’s best for his clients. He delivers comprehensive solutions from across the firm while maintaining a dialogue that is intimate and reflects deep knowledge of his clients’ individual needs.

Honesty, integrity and understanding are the key values that drive Joe’s relationships with his clients. He believes in teaching as well as leading high net worth clients to a level of prosperity measured not only in dollars, but by quality of life. His practice emphasizes a disciplined approach based on a defined process.

Joe designs and implements strategies that help address goals, as well as uncertainty, in his clients’ financial lives. He incorporates a wide range of solutions to manage assets, financial strategies, 401(k) and corporate retirement strategies. In addition to overseeing customized investment plans and implement proprietary model portfolios, Joe provides traditional advice and guidance to his clients.

Since a young age, Joe has had a passion for managing money. He was a business owner before and during his college years, which turned out to be a formative learning experience. Joe brings with him over 24 years of investment experience. Prior to joining UBS, he was a Portfolio Manager in the Merrill Investment Advisory Program.

Credentials that build confidence

·       B.A., cum laude, finance, Pacific Lutheran University

·       Series 3, 7, 9/10, 63 and 65 securities licenses

·       Chartered Retirement Planning CounselorSM  (CRPC®)

Outside the office

Joe resides in Missoula, MT with his wife Chris and two children. He is an active member of his church and serves as a board member for Missoula Sunrise Rotary and the Westslope Chapter of Trout Unlimited. Joe is also a coach for the Missoula Mammoths.

• Chartered Retirement Planning Counselor
• Certified Plan Fiduciary Advisor

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

Lisa is an integral part of the team, responsible for managing all team operations, client requests and account administration.  She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex.  Lisa also assists in delivering customized service and solutions, always striving to exceed clients' expectations.

Credentials that build confidence

• Kansas State University - Bachelor of Science-Business Administration, Magna Cum Laude
• Series 7 & 66 securities licenses
• Chartered Retirement Planning Counselor

Outside the office

Lisa is a Montana native and enjoys reading, hiking, golf, and spending time with her husband and three adult children.  

• Kansas State University, Bachelor of Science - Business Administration

• Chartered Retirement Planning Counselor