Trailhead Wealth Managment, LLC

Partner
Senior PIM Portfolio Manager

As a Former Trust Advisor and Trust Auditor, he developed several specializations including:
– Investment Planning for High Net Worth families
– Inter-generational wealth transfer strategies
-Corporate Executive compensation plans
– Alternative Investments

Away from the office

Bryan and his wife Molly have three wonderful children, Maggie, Jimmy, & Rory; all of who are involved in multiple extracurricular & sporting activities throughout the year.

Bryan enjoys golf, running and being out in the great Colorado outdoors.

Focus

Bryan’s goal is to improve our client’s quality of life. Through comprehensive planning strategies, and an emphasis on strong relationships, Bryan strives to provide the best possible service to our clients.

Background and experience

Bryan has over 30 years of experience in the financial services industry. He received his B.S. in Accounting from Marquette University in Milwaukee, WI, and holds several FINRA registrations including Series 7, 24, 31, 63 and 65; he is also Life and Health insurance licensed.

Bryan is a registered Financial Advisor in the following states: AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

CA Insurance License Number: 0G79488. Resident State: [CO]

Partner
Senior PIM Portfolio Manager

Focus

Greg, also known around here as String, specializes in building, managing, and monitoring (for advisory clients only) portfolios for Trailhead’s clients.

Background and experience

Greg was born and raised in Canon City, Colorado.   He pursued his baseball dream at the University of Northern Colorado, but realized, after 4 years of squatting behind a plate, that this was not going to be a sustainable dream and finished college with his BS in Finance, and minor in Economics.

Greg has been in the investment management business since 1989, and in 2012, was a founding partner of Trailhead Wealth Management, LLC.

Away from the office

Greg attempts to counter-balance being outnumbered by his wife and two daughters by being engrossed in sports.  Greg and Tammy were married in 1989, and are the proud parents of Alex and Caelyn.  Happily, both have graduated from Denver University and are now gainfully employed.

Greg and Tammy are learning to navigate the empty nest and are enjoying more travel, exercise, and occasionally some golf.

Greg is a registered Financial Advisor in the following states: AL, AZ, CA, CO, DE, FL, IA, IL, KS, MA, MI, MN, MO, NE, NM, NV, OH, OK, OR, SC, TX, UT, VA, WA, WI, WY.

CA Insurance License Number: 0G80238. Resident State: [CO]

Director
Senior PIM Portfolio Manager

Focus

Kristy provides comprehensive investment planning for individuals and small businesses to help them achieve their financial goals.

Background and experience

For over 30 years, Kristy has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kristy has dedicated her career to delivering the personalized investment planning services her clients deserve.

Kristy graduated from the University of Colorado in Boulder, CO and started her career in the financial field in 1988. She heads a team that helps provide personalized financial advice for individuals and families as well as small businesses. In addition, she has earned her Chartered Retirement Planning Counselor® designation by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements.

Kristy is passionate about her community involvement and has served on the University of Colorado Leeds Board of Friends and Alumni, Boulder County YWCA, as well as the Denver Alzheimer’s Association.

Away from the office

Kristy spends her free time playing golf and pickleball. She enjoys traveling and is an avid movie buff.

Director
Senior PIM Portfolio Manager

Focus

Noel and his team at Trailhead Wealth Management provide comprehensive investment planning to individuals, families, and corporate clients. 

Background and experience

Noel has over 29 years of financial and investment experience. He began his career as a Financial Advisor to public agencies and non-profit organizations.  He also has extensive investment experience as a tax-free municipal bond trader, and senior investment analyst prior to working with individual and corporate clients.  

Noel has received the Chartered Financial Analyst® designation (CFA®) and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He currently volunteers as a member of the Investment Committee for the Community Foundation serving Boulder County.

Noel graduated from the University of California, Berkeley, with a BA in Economics and received his MBA from the Tuck School of Business at Dartmouth College.

Away from the office

Noel spends his free time with his wife, Shina, owner of a business valuation services company, and their two children, Emilia and Declan. They are all active in both team and recreational sports, which for the kids includes swimming, track and field, freestyle skiing, rugby and football. Noel and Shina keep active mountain biking, hiking, skiing and at the boxing gym. Noel has participated in a number of local and international mountain bike races including a coast-to-coast race across Costa Rica and a 3-day team race in Iceland!

Senior Vice President
Senior Financial Advisor

Focus

Mike helps his clients define the values and priorities that drive their financial decisions. He believes this is an important step to create a vision for their plan and understand “the why” behind financial goals. Mike works with his clients to discuss their financial situation, any changes on the horizon, and potential opportunities and risks that may be present. As a Senior PIM® Portfolio Manager professional, Mike personally manages his clients’ investments based on their preferences and outlook for financial markets. Mike collaborates with other professionals his clients work with, such as CPAs and estate planning attorneys, to help ensure all aspects of wealth management are considered.

Background and experience

Mike is originally from New Jersey and has lived in Colorado since 1995. He received a Bachelor of Science in Finance from the University of Colorado Denver and a Master of Science in Personal Financial Planning from the College for Financial Planning. Mike obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013. He began his financial career with Wells Fargo Advisors in 2005 and has spent most of this time in the Boulder community. Mike became an independent advisor and affiliated with Trailhead Wealth Management, LLC in 2022.

Away from the office

Mike is married to Erika, a hospice/palliative care nurse. They have two young children, Sofia and David. As a family, they enjoy skiing, snowboarding, and tennis. Mike coaches David’s Little League baseball team and Sofia especially enjoys singing in choir and riding horses.

Vice President
Senior Financial Advisor

Focus

Ryan’s primary focus is to make sure that every client at Trailhead Wealth Management has a comprehensive and detailed investment plan that fits their specific needs.  He also spends a good amount of time working to make sure that each individual’s Life and Long-Term Care insurance needs are met.

Background and experience

Ryan has lived in Westminster, Colorado since he was two years old.  After playing basketball throughout his life at a competitive level, he decided to continue his career at the collegiate level in Lakewood, at Colorado Christian University.  CCU is where he decided to get his Bachelor’s degree in Business Administration with a double emphasis in Finance and Marketing.

He joined the financial industry as an intern his senior year at CCU and quickly decided this is exactly where he wanted to be.

Ryan has his Life, Health, and Long-term Care insurance licenses, as well as his series 7, 63, & 65 registrations. In 2016, he also earned his Chartered Retirement Planning Counselor® certification.

Away from the office

Ryan and his wife Tayrien have a daughter, Tybee, and a son, Hudson.  They are active members at the Ranch Country Club where they play golf and tennis and enjoy the pool as much as possible.

Ryan is very involved in the community. He currently serves as the Chairman of the Board for the St. Anthony’s Hospital Foundation as well as a Trustee for the St. Anthony Hospital Board of Directors.

Ryan is a registered Financial Advisor in the following states: AL, AZ, CA, CO, FL, KS, MI, NM, OH, OK, TX, VA, WA, WY.

Associate Financial Advisor

Focus

Stacey has extensive experience with the complex needs of high-net-worth individuals and business owners. She helps manage client relationships and has provided comprehensive client service for over 25 years. She leverages Wells Fargo Advisors Envision® planning and tools to implement recommendations to help clients pursue their ideal quality of life. 

Background and experience

Stacey received her Associate Degree in Business Administration from Andover College in Portland, Maine, and started at Dean Witter (now Morgan Stanley) in 1997. She moved to Colorado in 2006 and earned her Bachelor Degree in Business Management from Colorado State University. She worked at UBS Financial Services, Inc. before moving back to Morgan Stanley in 2013 to work with Kristy Tochihara (Director, Senior PIM Portfolio Manager) and Noel Culberson (Director, Senior PIM Portfolio Manager).  

She has several FINRA registrations including Series 7, 63, 65, 9 and 10, as well as her Colorado Life and Health Insurance licenses. 

Away from the office

Stacey and her husband Marc have two beautiful children, Alana and Luc. Stacey can often be found at a hockey rink watching Alana and Luc as they compete. In her spare time, Stacey loves practicing yoga, riding her mountain bike, reading, and traveling.

Vice President
Senior Financial Advisor

Focus

Liz’s focus is to ensure all Trailhead Wealth Management, LLC clients receive exceptional service.  She brings extensive experience and knowledge with her and excels in Envision® planning and Portfolio analysis.  Liz has a particular passion for Impact Investing and hopes to add deeper fulfillment to Trailhead clients pursuing their ideal quality of life.

Background and experience

Liz grew up in Michigan and attended Northern Michigan University in Marquette, MI where she completed her Bachelor of Arts degree.  She began her financial services career with Smith Barney in 2003.  She grew her role and experience within Smith Barney and transferred to Orlando, FL.  Liz eventually took on a larger role with Wells Fargo Advisors and was a key member of a large team in Pittsburgh, PA.

Liz maintains her Series 7 and Series 66 registrations, and holds her Life, Health, & Variable Annuity Insurance licenses.  Most recently, Liz completed her Chartered SRI Counselor (CSRIC™) certification in May 2019.

Away from the office

Liz, her husband, Josh, and son, Carson, relocated to Colorado in 2017.  Liz loves running and has conquered many distance races over the years.  She and her family are enjoying all that our state has to offer.

Financial Advisor

Focus
Dylan’s primary focus is to make sure that every client at Trailhead Wealth Management has a comprehensive and detailed investment plan that fits their specific needs. Dylan is rapidly expanding his skill set in the financial services industry out of a desire to meet and exceed all client expectations.

Background and experience

Dylan grew up in Colorado and joins us by way of NYC. While pursuing a Bachelor’s degree in Accounting from CU Boulder, he participated in various internships across the country within the Finance and Insurance industries. After college, Dylan spent the next four years concentrating on Finance and Accounting with several Private Equity and Venture Capital funds. 

Away from the office

Dylan is an outdoor enthusiast; frequently running, biking, and golfing. He is a food fanatic and an inquisitive chef, and is committed to finding the best new restaurants in town!

Operations Manager

Focus

Audrey’s goal at Trailhead Wealth Management is to take care of you and your everyday transactions promptly and efficiently. She is always happy to take a call with your requests.

Background and experience

Audrey has been in the financial services industry her entire career, and has several FINRA registrations including Series 7, 63, 65, 31. She has been working with Greg and Bryan for over 20 years and believes their mutual respect for each other is what has kept them together so long.  

Away from the office

Audrey and her husband, Craig, love the outdoors, glamping and being grandparents. 

Audrey is a registered Financial Advisor in the following states: AZ, CA, CO, FL, IA, IL, KS, MA, MN, MO, NE, NH, NM, NV, OK, OR, SC, TX, UT, VA, WI, WY.

Operations / Administrative Manager

Focus

Jeff Liebold joined Trailhead Wealth Management, LLC in 2016 as an Operations/Administrative Manager, focusing on the daily transactional and operational needs of our clients. 

Background and experience

Born and raised in Long Island, New York, Jeff started his financial career in 1995 with Prudential Securities as a Cashier and Wire Operator. He then became a liaison for all Prudential branches, traveling across the United States. 

When Prudential Securities was acquired by Wachovia Securities (a predecessor firm of Wells Fargo Advisors), he moved to Operations Specialist. 

In 2004, Jeff joined UBS Financial Services in New York City. He stayed with UBS Financial Services after relocating to Colorado in 2007. In 2016, he left UBS to join the Trailhead Team.

Away from the office

Outside of work, Jeff and his wife Crissie, along with their son Aidan and mini Schnauzer Millie, enjoy traveling, cooking, movies, and spending time entertaining friends. When not at work, you’ll be sure to find Jeff at the ice rink where his son Aidan has been playing hockey since he was 4 years old.

Office Manager

Focus

Super Office Manager by day, avid Disney enthusiast by…well all the time really, Gina Swan inherently understands that the client is the single-most valuable asset an organization can have, and is driven by the pursuit of customer focus, ideals and user experience. She is here to help ensure the office runs smoothly so that the team’s focus can be on the service of our clients.

Background and experience

Gina brings over 18 years of experience delivering high performance in thriving and dynamic environments, striving to maintain smooth operations, and skillfully managing all administrative duties.
Gina has lived in Colorado for 25 years and is a graduate of CU Boulder.

Away from the office

Gina considers herself a budding chef, loves to travel, is an avid reader, and enjoys hikes with her dog Sulley.  She and her family are active members of the community and involved in philanthropic activities as well as local events.

Registered Client Services Associate

Focus

John’s primary focus is meeting clients’ account service needs. He seeks to provide clients with an unmatched level of care in financial services.

Background and experience

John grew up in Clear Lake, Texas where his father worked for NASA. He participated in football, track, and crew before attending the University of Houston, and graduated with a degree in Finance and a minor in International Studies.

While attending college, John worked with a CPA firm, a brokerage firm, and a lawyer’s office. He decided to pursue investments because of his passion for helping people with personal finance.

John is CFP ® certified.

Away from the office

John enjoys the wonderful Colorado outdoors and going on hikes with his dog, “Little Dog”.

He is a resource for many of his friends and family and is often researching different areas of personal finance.

You can also find John at the gym or assembling computer hardware in his free time.

Registered Client Services Associate

Focus

Luke works with our advisors to curate comprehensive investment planning strategies designed to help our clients achieve their ideal quality of life. 

Background and experience

Luke started his career with Trailhead as an intern in 2019. He joined the team full-time in 2021 after graduating with his BS in Business Administration with emphases in Finance and Marketing from the University of Colorado Boulder. He is a Colorado native and was born and raised in Lakewood with his parents and two brothers. 

Luke holds his Series 7 and 66 FINRA registrations, as well as his Colorado Life and Health Insurance licenses. 

Away from the office

Luke is a dedicated runner and can often be spotted crisscrossing trails across the Front Range. Wave hello if you pass by him!

He is also incredibly passionate about everything automotive and frequents local car shows at every opportunity. 

Wealth Management Specialist

Focus
Missy strives to strengthen client relationships and contribute to a successful client experience. Building partnerships with helping people, to drive common goals and engagement, is very fulfilling.

She has a passion for ensuring individuals, families, teams, and organizations have the information, resources, relationships, and programs in place to be successful and achieve their goals. Her objective is to be a trusted and reliable partner to the business with an approach that brings the best out in people.

Background and experience
Missy grew up in Ohio and attended Miami University in Oxford, Ohio where she earned her Bachelor of Arts degree. She spent the bulk of her career in Human Resources, delivering programs that drove employee engagement and supported business goals.

She joins the Trailhead team as our Wealth Management Specialist. In this position, Missy will be strengthening our client relationships by providing support for operational and planning needs.

Away from the office
Missy and her husband, Steve, have two boys, Grant and Bennett, and a mischievous lab named Muddy. They love to play outdoors, including skiing, biking and camping!