Meet the Team

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]

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]

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]

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]

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]

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.

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, and Trailhead team member, 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 Wealth Management and was soon asked to take over the company’s marketing endeavors.

Since then, Sarah has worked closely with the Trailhead 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 works 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, CrossFit, and the Broncos!  She spends most of her time having adventures with her husband Joe, their daughter Ava, and their Chesapeake Bay retriever, Titan. 

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

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.

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.

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.

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.

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.