Trailhead Wealth Management, LLC Employee Directory

Financial ServicesColorado, United States11-50 Employees

At Trailhead, our team believes wealth management is more than numbers - it’s about the path you take and the life you want to live. Founded in 2012, our private investment and wealth management practice has grown into a team of professionals who care deeply about supporting clients through every chapter of their financial journey.

The name Trailhead carries special meaning as it symbolizes the beginning of adventure, the excitement of possibility, and the comfort of having an experienced guide by your side. Inspired by Ralph Waldo Emerson’s famous quote that “Life is a journey, not a destination,” our mission is simple: help clients achieve their ideal quality of life. Wherever one’s “hike” begins, the Trailhead team ensures the path forward is shaped by our commitment to Service, Advice, Simplicity.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. 

This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, and WY. Resident State CO. 

CA Insurance Producer License Numbers: Bryan Pieper Partner 0G79488, Greg Stringari Partner 0G80238, Kristy Tochihara Director 0C49120, Noel Culberson Director 0E88977, Ryan Holocher Vice President 0M54199.

[PM]-08052027-5173558

Find Trailhead Wealth Management, LLC employees' phone numbers or email addresses

Trailhead Wealth Management, LLC Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Trailhead Wealth Management, LLC's Leadership

  • Stylized image of a person
    L. G.
    Vice President | Senior Financial Advisor | Chartered Sri Counselor
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    B. P.
    Partner, Senior Pim Portfolio Manager
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  • Stylized image of a person
    G. S.
    Partner, Senior Pim Portfolio Manager
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    R. H. -. C.
    Vice President, Senior Financial Advisor
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  • Stylized image of a person
    K. T.
    Director, Senior Pim Portfolio Manager, C.R.P.C
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  • Stylized image of a person
    N. C.
    Director, Senior Pim Portfolio Manager
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  • Stylized image of a person
    M. W.
    Senior Registered Client Associate
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  • Stylized image of a person
    M. M.
    Senior Member
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Trailhead Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Trailhead Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. P.
    Partner, Senior Pim Portfolio Manager
    Phone icon
    Mar 04, 2024
  • Stylized image of a person
    G. S.
    Partner, Senior Pim Portfolio Manager
    Phone icon
    United StatesColorado
    Feb 18, 2026
  • Stylized image of a person
    R. H. -. C.
    Vice President, Senior Financial Advisor
    Phone icon
    United StatesColorado
    Dec 17, 2025
  • Stylized image of a person
    L. G.
    Vice President | Senior Financial Advisor | Chartered Sri Counselor
    Phone icon
    United StatesColorado
    Mar 05, 2026
  • Stylized image of a person
    K. T.
    Director, Senior Pim Portfolio Manager, C.R.P.C
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    N. C.
    Director, Senior Pim Portfolio Manager
    Phone icon
    United StatesColorado
    Nov 17, 2025
  • Stylized image of a person
    M. W.
    Senior Registered Client Associate
    Phone icon
    United StatesColorado
    Nov 15, 2025
  • Stylized image of a person
    M. M.
    Senior Member
    Phone icon
    United StatesMontana
    Feb 16, 2026
  • Stylized image of a person
    D. G. S.
    Financial Advisor
    Phone icon
    United StatesColorado
    Nov 18, 2025
  • Stylized image of a person
    M. G.
    Wealth Management Specialist
    Phone icon
    United StatesColorado
    Dec 12, 2024

Frequently Asked Questions

What is Trailhead Wealth Management, LLC known for?

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Trailhead Wealth Management, LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 801 Main Street Suite 300 Louisville, Colorado 80027 United States. Explore Trailhead Wealth Management, LLC's company overview page for more information.

What is Trailhead Wealth Management, LLC's most common email format?

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Trailhead Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trailhead Wealth Management, LLC email formats with LeadIQ.

How many employees does Trailhead Wealth Management, LLC have currently?

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Trailhead Wealth Management, LLC has approximately 13 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Trailhead Wealth Management, LLC's key employees and leadership?

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As of March 2026, Trailhead Wealth Management, LLC's key employees include:

  • Vice President | Senior Financial Advisor | Chartered Sri Counselor: L. G.
  • Partner, Senior Pim Portfolio Manager: B. P.
  • Partner, Senior Pim Portfolio Manager: G. S.
  • Vice President, Senior Financial Advisor: R. H. -. C.
  • Director, Senior Pim Portfolio Manager, C.R.P.C: K. T.

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