Missoula, MT Office

Todd Johnson is a financial advisor with UBS Financial Services in Missoula, Montana, holding a Series 66 designation and 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments. Johnson serves on the board of directors for FC Missoula Soccer Organization, which provides youth opportunities to participate in organized soccer at a competitive level. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to client goals and risk tolerances.

Sara Wiegert is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has been with UBS since 2021 and previously worked in medical services and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Scott Seifert is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He has worked at UBS Financial Services since 2021 and previously held roles at Bank of America and Merrill. Outside of his advisory role, he serves as a committee member for the Koprivica High School Golf Foundation and owns Endangered Capitalist LLC, a local equipment rental business. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to capital markets solutions.

Joseph Hertig is a financial advisor with UBS Financial Services in Missoula, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Morgan Stanley, and Citigroup Global Markets. He serves as an advisory board member for the WestSlope Chapter of Trout Unlimited, a nonprofit focused on improving trout stream habitats and environmental awareness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

David Slote is a financial advisor with UBS Financial Services in Missoula, MT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Lisa Woirhaye is a financial advisor with UBS Financial Services in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill for 14 years before joining UBS in 2021. Outside of her advisory role, she is a part-time coach for Beachbody LLC, a nutrition and fitness company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning and portfolio management supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and banking solutions.