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Meet our Partners for Montana's Future Program 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   Website

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

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

Montana Community Foundation

33 S. Last Chance Gulch, Suite 2A
Helena, MT 59601
(406) 443-8313 (406) 443-8313
Email MCF

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