We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Josh Gimpelson, CRPS®

Senior Vice President - Branch Director, Consulting Group

406-829-4603 | Email |

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.

Merritt Chisholm

Investment Associate

406-829-4607 | Email

Merritt is a Senior Registered Client Service Associate providing administrative support for our practice. Additionally, Merritt serves as Branch Service Manager for Missoula. Merritt’s industry experience started in 1982 and over an eleven year period worked for Shearson Lehman Brothers, Volpe & Covington Investment Bankers, and Donaldson, Lufkin & Jenrette – all within the San Francisco Bay area. In 1993 she relocated to Missoula and operated a highway construction business. After 16 years, she longed to return to the financial services industry and sold her business. In February of 2015 Merritt was delighted to join RBC and make it her home. Merritt has the following licensing designations: Series 7 & 66. 

Merritt, her husband and two of three children live in the Missoula area. She enjoys her four dogs, cooking, laughing with friends and family, and long country walks.