About Our Partners

We work with some amazing people throughout the state. Here are the professional advisors who are part of our Partners for Montana's Future Program. Through their hard work and their clients' generosity, together we're helping ensure the future of Montana.

Josh Gimpelson - Senior Vice President, Branch Director - Consulting Group
Gimpelson Shappee Wealth Management Group / RBC Wealth Management
125 Bank St, Ste 700, Missoula, MT 59802
(406) 829-4603 josh.gimpelson@rbc.com I Website

Todd Johnson - Vice President - Wealth Management, Financial Advisor
The WSJ Group / UBS Financial Services, Inc.
100 Railroad St. West, Missoula, MT 59802
(406) 329-4557 todd.a.johnson@ubs.com I Website

Michael McCormick - Founder & Principal Financial Advisor
McCormick Financial Advisors, LLC
5 W Mendenhall St., Ste 202, Bozeman, MT 59715
(406) 522-3201 mike@mccormickfinancialadvisors.com I Website

David Slote - Vice President - Wealth Management, Financial Advisor
The WSJ Group / UBS Financial Services, Inc.
100 Railroad St. West, Missoula, MT 59802
(406) 329-4556 david.slote@ubs.com I Website

Daniel Trost - Senior Vice President, Financial Advisor
D.A. Davidson & Co.
400 W 14th St., Helena, MT 59601
(406) 442-9600 dtrost@dadco.com I Website