Experience Makes all the difference

Dale R. Woolhiser

406-329-4555

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Dale Woolhiser has been in the Financial Services industry since 1976. Dale specializes in retirement planning and plans and philanthropic giving. Dale is also a creator of children's books and music. He is an avid supporter of and volunteer in the local community. He is currently Board Chair of the Montana Community Foundation where he says he is lucky enough to be able to "help a million of my closest friends . . . Montanans."  He was an original founder of the Missoula Community Foundation. He enjoys outdoor activities with his wife and daughter as well as reading and playing the guitar.


Registered States:
AK, AL, AZ, CA, CO, ID, MO, MT, NC, ND, NJ, NV, OH, OK, OR, SC, TX, UT, WA, WY


David Slote

Vice President - Wealth Management
Financial Advisor
406-329-4556

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Over the last decade as a Financial Advisor, I have had the privilege of helping my clients create, plan and execute a personalized strategy to reach their retirement goals.

I've long realized that taking a team approach to helping our clients creates the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, as well as licenses for life and health insurance.

I attended the University of Montana, where I graduated with B.S. in Business Administration. My wife and I live in Missoula, MT with our four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of Kiwanis International, Estate Planning Council, and serve on my church's finance committee and foundation.


Registered States:
AK, AL, AZ, CA, CO, ID, MO, MT, NC, ND, NJ, NV, OH, OK, OR, SC, TX, UT, WA, WY


Todd Johnson

Vice President - Wealth Management
Financial Advisor
406-329-4557

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I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. I am a partner of the WSJ Group which brings over 40 years of financial expertise to our clients.

My team provides a holistic approach focusing on planning, asset and liability management. I am committed to our community and serve as a member of Rotary International. My family and I enjoy all that Missoula and Montana have to offer, whether it be time spent on Flathead Lake in the summer or building snow forts with my two girls in the winter.

I am a graduate of the University of Montana with a B.S. degree in Business Administration, emphasis in Finance.


Registered States:
AK, AZ, CA, CO, ID, MO, MT, NC, ND, NJ, NV, OH, OK, OR, SC, TX, UT, WA, WY


Shannone Hart

Client Service Associate
406-329-4559

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Shannone has been in the investment industry for 20 years.  She is happy to help clients navigate through the myriad of paperwork and assist each person in attaining their financial goals. Shannone is married and has 2 sons.  She enjoys U of M Grizzly football, outdoor activities and spending time with her family.


Registered States:
AZ, MT, NV, TX