Joe Hertig, CRPC®, CPFA, has been in the financial services industry since 1997 and is currently the First Vice President of Wealth Management and Market Director at UBS, where they focus on helping affluent families with all aspects of their financial affairs. Joe previously held positions including Wealth Management Advisor at Merrill Lynch and Assistant Manager at Smith Barney. Joe graduated Cum Laude from Pacific Lutheran University in 1996 with a Bachelor's Degree in Finance. Outside of work, Joe is active in their community, participating in church activities, Rotary International, and serving on the board for the Westslope Chapter of Trout Unlimited. Joe resides in Missoula, MT with their spouse and two children, and enjoys mountain biking, skiing, and fly fishing.
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