Trailhead Wealth Group

At Trailhead Wealth Group, our mission is to help you make wise financial decisions.

our team

Helping You Find the Right Path Forward

Every journey begins somewhere. Whether you're preparing for retirement, navigating a major life transition, or seeking greater confidence in your financial future, we'll help you move forward with clarity and purpose.

Who We Serve

Pre-retirees preparing for retirement

Retirees seeking confidence in their financial future

Families navigating important financial decisions

How We Help

Retirement Spending Strategies: Develop a sustainable plan for turning savings into income

Social Security Timing: Make informed decisions that align with your broader retirement strategy

Investment & Wealth Management: Build a portfolio designed to support your retirement and life goals

Roth Conversion Strategies: Evaluate opportunities to manage future taxes and create greater flexibility

Legacy & Charitable Planning: Create a meaningful impact for the people and causes you care about.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Billings Location

19 36th St W Ste 2
Billings, MT 59102

Phone406-294-6400Hours

M – F: 9 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 406-294-6400

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.