Josh Gimpelson

Senior Vice President - Branch Director, Consulting Group

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After graduating from The George Washington University in Washington D.C., Josh and his wife moved from Washington D.C. to Western Montana. Josh began his career with Oppenheimer and Company in 2002 as a junior partner on a financial advisor team specializing in managing assets and portfolio for executives/employees of small-cap energy and pharmaceutical companies across the country. After joining Smith Barney in 2005 and subsequently UBS Financial Services in 2008, Josh expanded his practice to include a team specializing in comprehensive wealth and financial management.

Over the last eight years, Josh has worked closely with technology executives, business owners, and professionals via comprehensive financial planning, including stock option analysis, concentrated stock position strategies, tax efficient investment practices and estate planning. Josh believes in making his clients lives easier and more fulfilling. Over his career, Josh has learned that it’s the people you surround yourself with who truly elevate your life. This is what Josh aims to do in his financial services practice. While based in Missoula, Montana, he spends time working with clients throughout the west and spends a significant amount of time in the San Francisco Bay Area and Seattle.

Josh holds a Bachelor of Arts degree in business and information systems from George Washington University, where he was a four-year member and captain of the water polo team. Originally from St. Louis, Missouri, Josh and his wife, Megan, have two children and live in Missoula. Josh loves Montana and anything outdoors. He can often be found at local ski area, Montana Snowbowl, skinning up a backcountry peak or trail running through Glacier National Park. He is involved with several nonprofits including the Missoula Art Museum, Missoula Food Bank and Five Valleys Land Trust.

Kimberly Shappee

First Vice President - Financial Advisor, Consulting Group


Whether it is Stellenbosch, South Africa or Missoula, Montana, access to capital and financial counsel creates jobs, grows an economy, and creates a better life for individuals and communities. This is where Kim’s passion for financial advising began, with her work in lending and seeing firsthand how impactful financial guidance can be. 

Kim was born and raised in Missoula, Montana and although her education and career pulled her away briefly, she is delighted to call Montana home once again. Kim has extensive experience in banking and finance. Prior to moving into financial advising, she was the senior credit officer and senior vice president at Bank of Montana, a private business bank based in Missoula, that she helped found. Kim is president of the University of Washington’s 2012 Class of the Pacific Coast Banking School and a Babson College Entrepreneurship graduate. Prior to her work at Bank of Montana, Kim served as an assistant vice president at Montana Business Capital Corporation, where she focused on commercial lending, real estate development, and economic development lending. Before joining Montana Business Capital Corporation, she worked in South Africa teaching entrepreneurial empowerment and microlending to Xhosa, Afrikaans, and Zulu students at the University of Stellenbosch and in South African townships. Additionally, Kim’s professional experience includes working at the Gillette Corporation in its Latin American Global Business Development sector. 

After the 2008 financial crisis, Kim decided to start offering a four-week, free, women-specific personal financial management class. She grew these courses into a year-round offering in Missoula and currently works with the Montana Women’s Foundation and the Women’s Institute for Secure Retirement (WISER) to offer free financial education. Kim is often a guest instructor for the Montana Academy of Distinguished Entrepreneurs Advanced courses at the University of Montana and served as a faculty member of the University of Washington’s Pacific Coast Banking School. She also recently co-chaired the Capital Campaign for Missoula’s Food Bank. 

Kim is passionate about business, access to excellent education, women’s leadership advancement, financial education, and living a life of passion and contribution. In her spare time, she can be found playing in the mountains or whitewater kayaking the west’s many rivers with her family.