THE VESTA GROUP - Key Persons
Crysta helped open the Missoula RBC office in 2007 and is experienced in operations and client service. She started her career in financial services in 1996 and has a depth of financial services experience that adds to her ability to address client needs. Crysta has a deep understanding of processes and procedures that allows her to quickly navigate client questions and to problem solve. She is The Vesta Group's operational lead and helps with every step of a client's onboarding experience, account transfers, and ongoing account maintenance and servicing.
Job Titles:
- Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
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.
Job Titles:
- Senior Vice President - Financial Advisor, Consulting Group