Our Team | Trailhead Planners, LLC

Morgan Ranstrom | Financial Map Maker | Trailhead Planners

Morgan Ranstrom CFA, CFP®

Partner & Lead Financial Planner
Financial Map Maker

Courtney | ESG Investment Specialist | Trailhead Planners

Courtney Ranstrom MBA, CFP®, EA

Partner & Lead Financial Planner
ESG Investment Specialist

Bill Mulvahill | Enthusiastic Money Nerd | Trailhead Planners

Bill Mulvahill CFP®, CPA

Partner & Lead Financial Planner
Enthusiastic Money Nerd

Maddy Feltz | Administrative Assistant | Trailhead Planners

Maddy Feltz

Head of Client Experience
Chief ‘Get Things Done’ Officer

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