Hiking Toward a Brighter Financial Horizon

Trailhead Financial Group

At Trailhead Financial Group, our mission is to empower individuals, families and businesses to navigate their financial journey with confidence and clarity. Guided by our expertise and dedication to transparency, we will act as your trail companion by helping you overcome obstacles, reach milestones and work toward lasting financial success.

Together, we’ll chart a course for the financial future you envision, and we look forward to creating personalized strategies for you each step of the way.

Team Intro

At Trailhead Financial Group, our mission is to empower individuals, families and businesses to navigate their financial journey with confidence and clarity. Guided by our expertise and dedication to transparency, we will act as your trail companion by helping you overcome obstacles, reach milestones and work toward lasting financial success.

Together, we’ll chart a course for the financial future you envision, and we look forward to creating personalized strategies for you each step of the way.

Our story

At Trailhead Financial Group, we see financial planning as a journey—one that’s unique to each individual. Our goal is to empower clients and help them grow in financial confidence, so they have the freedom to pursue their own purpose and passions.

Our team

Michael Raymond

ChFC®, FIC, CEPA

Wealth Advisor

Jennie Wells

CEPA

Financial Producer I

Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

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How we work with you

What to expect

We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.

Our solutions

two men and one woman sitting together taking notes and reviewing computer

Advice Services

Our financial advisors focus on providing purpose-based advice that aligns with what you care about most.

Dedicated Planning Services

Comprehensive advice and financial strategies that are in your best interest.

Insurance

Insurance helps protect what matters most—from your loved ones to your livelihood.

About Thrivent

How we’re different

Whether it’s their faith, families or communities, many Thrivent clients use their finances for something bigger than money. Watch one client’s story and get inspired to follow your heart with Thrivent.

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Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.