Our Team

We set out to create a new standard in the financial services industry focusing on high-quality client service, knowledgeable advice from experienced & reliable advisors, and simple, easy-to-understand plans to help our clients reach their financial goals.

Our team is comprised of passionate & experienced professionals who take pride in their work, and truly care about our clients’ well-being. Our team’s experience range from investment & portfolio management, to education, retirement, and insurance planning.

Trailheads Wealth Management

Bryan Pieper

Partner
Senior PIM Portfolio Manager

Trailheads Wealth Management

Gregory Stringari

Partner
Senior PIM Portfolio Manager

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Kristy Tochihara CRPC®

Director
Senior PIM Portfolio Manager

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Noel Culberson CFA® CFP®

Director
Senior PIM Portfolio Manager

Mike Oakes

Mike Oakes CFP®

Senior Vice President
Senior Financial Advisor

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Ryan Holocher CRPC® CEPA

Vice President
Senior Financial Advisor

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Stacey Bouthillette CFP®

Associate Financial Advisor

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Liz Griffin CSRIC®

Vice President
Senior Financial Advisor

Trailhead Wealth Management

Dylan Swanson

Financial Advisor

Trailheads Wealth Management

Audrey Ingram

Operations Manager

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Jeff Liebold

Operations / Administrative Manager

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Gina Swan

Office Manager

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John Mulholland

Registered Client Services Associate

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Luke Giusto CFP®

Wealth Planner

Trailhead Wealth Management

Missy Gasser

Wealth Management Specialist

Trailhead Wealth Management

Calin Gray

Wealth Management Associate

Trailhead Wealth Management, LLC
801 Main Street, Suite 300
Louisville, CO 80027
P : (720) 625-3300
F : (720) 625-3349

This information is intended for use only by residents of (AZ, CA, CO, FL, NM, NV, OK, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Insurance-related services may not be provided to individuals residing in any states other than: AZ, CA, CO, FL, NM, NV, OK, TX.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

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