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 CFP®

Wealth Management Associate

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Jill Schmieding

Senior Registered Client Relationship Manager

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

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.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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