Meet the Team

The Trailhead Team is comprised of passionate & experienced professionals who take pride in their work, and truly care about our clients' well-being.



*Team Photos & Individual Headshots provided by Caroline Colvin Photography  
Bryan Pieper

Bryan Pieper

    • Partner
    • Senior PIM Portfolio Manager
    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 25 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. 

    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

    Bryan is also an active community member and currently serves on the Boulder Community Health Board of Directors.

    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. Outside of chasing their three children around, Bryan enjoys CrossFit at his local gym, and trying to fit in a game of golf.  


    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]
    Gregory Stringari

    Gregory Stringari

      • Partner
      • Senior PIM Portfolio Manager
      Focus

      Greg specializes in building, managing, and monitoring 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]
      Kristy Tochihara

      Kristy Tochihara

      • CRPC
      • Director
      • Senior PIM Portfolio Manager
      Focus

      Kristy provides comprehensive investment planning with 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 2012, she earned her Chartered Retirement Planning Counselor® designation certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

      Kristy is passionate about her community involvement which includes being on the board of the University of Colorado Leeds Board of Friends and Alumni, and support of the Denver Alzheimer’s Association.  She has also served as a past board member to the Boulder County YWCA and participated in their Dancing with the Boulder Stars event in 2015.  

      Away from the office

      Kristy spends the remainder of her free time playing golf and tennis, and recently started playing pickleball.  She enjoys traveling and is an avid movie buff.   

       

       

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

      CA Insurance License Number: 0C49120. Resident State: [CO]
      Noel Culberson

      Noel Culberson

      • CFA
      • CFP
      • 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!

       

       

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

      CA Insurance License Number: 0E88977. Resident State: [CO]
      Ryan Holocher

      Ryan Holocher

      • CRPC
      • 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 Bachelors degree in Business Administration with a double emphasis in Finance and Marketing.

      He joined the finance industry as an intern in 2011 at Northwestern Mutual, primarily focusing on insurance planning. After graduation, he became a full-time agent with Northwestern until he had the opportunity to join the Trailhead team as a comprehensive financial advisor in 2013.

      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® designation.
       

      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 through the Westminster 7:10 Rotary Club, and as a board member of the St. Anthony’s Hospital Foundation.

       

       

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

      CA Insurance License Number: 0M54199. Resident State: [CO]
      Stacey Bouthillette

      Stacey Bouthillette

        • Senior Registered Relationship Manager
        Focus

        Stacey Bouthillette is a Senior Registered Relationship Manager at Trailhead Wealth Management, LLC, and has been providing world-class customer service to clients for over 20 years.

        She has significant experience with the complex needs of high-net-worth individuals and business owners, and plays an integral role in the team as she is able to handle any client need.  Stacey truly loves the work she does, focusing on maintaining the highest standards of client service.

        Background and experience

        Stacey received her 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 worked at UBS Financial Services, Inc. until she moved 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 of 21 years, Marc, have two beautiful children, Alana and Luc. Stacey can be found on any given day shuttling Alana and Luc to and from hockey, soccer or baseball/softball. In her spare time, Stacey loves practicing yoga, riding her mountain bike, playing softball, reading and traveling.


         

        Stacey is a registered Financial Advisor in the following states: AK, AR, AZ, CA, CO, FL, GA, HI, IL, MA, MD, ME, MI, MN, MS, MT, NM, NY, OK, OR, PA, SD, TN, TX, VT, WA, WI, WV.
        Sarah Giammaria

        Sarah Giammaria

            Focus

            Sarah is in charge of the Marketing, Advertising, Public Relations, & Community Involvement efforts of Trailhead Wealth Management, LLC. Her goal is to ensure that the quality of life and commitment to service that we provide to our clients is evident in everything we do, internally and publicly.

            Background and experience

            Sarah graduated from the University of Colorado Denver with a Bachelor of Arts in Communication, and a minor in Theatre Arts. She began her career in the Public Relations industry, working for a boutique firm in Denver. This led her to discover her passion for working with people & companies to further their business development.

            A close friend introduced Sarah to the Trailhead team in 2012, as they were just beginning the independent practice. She quickly fell in love with the team and the mission of Trailhead and was soon asked to take over the company’s marketing endeavors.

            Since then, Sarah has worked closely with the team to build the company’s brand and persona within the surrounding community.  She also provides daily service support to our clients, administrative organization, and office management support for our growing team.

            In 2014, Sarah was elected to the Louisville Chamber of Commerce’s Board of Directors, where she worked with fellow Directors to organize city-wide events and facilitate small business networking and success. She served as Vice President of the Board in 2015, President in 2016, and Past President in 2017.

            Away from the office

            Sarah is a CO native who thoroughly enjoys the mountains and CrossFit!  She spends most of her time having adventures with her husband Joe, their two daughters, and their Chesapeake Bay retriever, Titan. 

            She has a deep passion for the performing arts – you will often find her singing along to musicals at her desk throughout the day! 
            Liz Griffin

            Liz Griffin

            • CSRIC
            • 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.
            Audrey Ingram

            Audrey Ingram

              • 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, as well as her Life and Health Insurance licenses.
              She has been working with Greg and Bryan for almost 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, have an adult son, David, daughter-in-law, Kirsten, and granddaughter, Genesis! They live in Weld County with their four horses, a burro named Oreo, and a ball-fetching Border collie named Gracie. Faith and family are most important in their life, and Audrey has been blessed to participate in multiple short-term missionary trips to Albania.

              Oh…don’t forget to keep an eye out for the “Cowboy and the Lady” as Cowboy Craig and Miss Audrey entertain with their “trick roping” at local community and private events!

               

               

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

              Jeff Liebold

                • 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 all across the United States.

                When Prudential Securities was acquired by Wachovia Securities, 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 for the past 11 years.
                Gina Swan

                Gina Swan

                  • 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.
                  John Mulholland

                  John Mulholland

                    • 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 has his series 7 and 66 registrations.

                     
                    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.
                    Missy Gasser

                    Missy Gasser

                        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!
                        Luke Giusto

                        Luke Giusto

                            Focus

                            Luke Giusto is a Client Services Associate at Trailhead Wealth Management, LLC, and has been with the team since June 2019.

                            Luke is rapidly expanding his skill set in the financial services industry out of a desire to meet and exceed all client expectations.  He is passionate about delivering an impeccable client experience and always strives to ensure a seamless process for Trailhead’s clients.
                             

                            Background and Experience

                            Luke received his degree in Business Administration with emphases in Finance and Marketing from the University of Colorado Boulder in May 2021, though he began his career with Trailhead as an intern in 2019. He is a Colorado native and was born and raised in Lakewood with his parents and two older brothers.

                            Luke is currently studying for several certifications, including the Series 7 and 63, 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 at Green Mountain and North Table Mesa. He is always looking for new trails to explore!
                            He is also incredibly passionate about everything automotive and frequents local car shows at every opportunity.