Josh Gimpelson, RBC Wealth Management

After graduating from The George Washington University in Washington D.C., Josh and his wife moved 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 portfolios for executives and 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 wealth and financial management.

Over the last eight years, Josh worked closely with technology executives, business owners and professionals on wealth planning, including stock option analysis, concentrated stock position strategies, tax-considerate investment practices and estate planning services.

Josh believes in making his clients’ lives easier and more fulfilling. Through his career, Josh 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.

Ross Keogh, Parsons Behle & Latimer

Ross Keogh is a shareholder in the firm’s rapidly growing Missoula, Montana office. His practice focuses on helping clients create and manage tax-efficient business structures and capital syndication, particularly in the context of start-ups, real estate and the Opportunity Zone incentive.

A member of Parsons’ energy, environment and natural resources practice group, Ross combines his extensive pre-law experience in developing large-scale renewable energy projects, a master’s degree in economics, his deep legal experience in business and real estate transactions and tax with his passion for Montana’s outdoor and rural lifestyle to deliver a unique skillset to clients.

As a leading expert on the 2017 Tax Act and the Opportunity Zones Tax Provision (section 1400Z-2), Ross provides advice to clients in tax planning and deal structuring around the creation, sale or purchase of businesses or real property. His experience as an economist and attorney enables him to directly and dynamically advise clients on the tax and business implications of transactions and to tax-efficiently structure their capital stack.

In the Intermountain West, Ross is an expert in the areas of water rights, energy and real estate law. He represents some of Montana’s largest companies before the Montana Water Court and supports developers across the Pacific Northwest with complex real estate transactions and equity placements.

Russell Rice, Eide Bailly

Russell works with a variety of clients in tax compliance for individuals, corporations and partnerships. He operates in many different industries and works extensively with multi-state companies. In addition to income tax return preparation, Russell enjoys tax consulting and planning projects aimed at identifying tax savings for his clients.

Outside of work, Russell enjoys spending time with his amazing wife and two wonderful kids. He is a big baseball fan and is always rooting for the St. Louis Cardinals.

Julie Sirrs, Boone Karlberg

Julie received her undergraduate degree from Georgetown University’s School of Foreign Service. Prior to becoming an attorney Julie was an intelligence officer with the Defense Intelligence Agency. Julie graduated with high honors from law school at The University of Montana and received a Master of Laws in Taxation from the University of Washington. While in law school, Julie was an intern with Boone Karlberg and also performed her clinical internship with United States District Court Judge Donald W. Molloy. After graduating from law school, she joined Boone Karlberg as an associate in 2008. Her practice areas are Elder Law, Probate and Trust Administration, Estate Planning, Business and Real Estate Transactions, and Tax and Civil Litigation. In addition to practicing law, Julie has taught courses in taxation and elder law at the University of Montana School of Law. She enjoys spending time with her husband Owen and their two children, taking advantage of the many recreational opportunities Montana offers.