WE ARE HERE FOR YOU

WE ARE HERE TO HELP GUIDE YOU ON YOUR FINANCIAL JOURNEY TO SUCCESS.

We are here for you

It is our mission to help educate our clients on available solutions and to help them execute a plan to guide them on the trail to financial independence and freedom through comprehensive financial planning.

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At Trailhead CMG, we believe that you will live a long and fulfilling life, and with consistent and meaningful conversations and planning you will be able to achieve your optimal financial outcome. Join us and let the Trailhead CMG financial advisors be your guide on your financial path ahead.

Our foremost core value is Every Client Matters, and to every client we make six foundational promises. We pledge to understand your situation, respect your assets, educate you on your options, provide clear recommendations, track your progress, and to stay in touch over time.

We are a team of goal-focused, planning-driven, asset location minded financial advisors. We are here to help every client reach their financial goals through 3 phases: pre-retirement, post retirement and transition of capital to their beneficiaries.

We believe that owning a piece of great companies with strong balance sheets, positive cashflow and have a history of paying and increasing their dividends can provide you with the appropriate mix of investments designed to reach your long-term goals and objectives regardless of short-term market fluctuations. Of course, our general investment philosophy is always accompanied by the risk tolerance, goals, and objectives of the individual client. We do understand that some of our clients do not want to experience negative account balances in the short term to reach their long-term goals and objectives, so we can provide protection strategies to add to their accounts in the form of market buffers, income guarantees and spousal protection.

Our Team

Each member of our firm makes it their top priority to serve our clients

Josh Menacher

Managing Partner

Prior to entering the financial industry in 2012, Josh attended Southern Illinois University- Edwardsville and earned a bachelor’s degree in business administration. In 2015, Josh joined Equitable Advisors. He quickly ascended...

Ryan A. Brown, CFP^®

Managing Partner

Certified Financial Planner™ (CFP®) certificationFINRA Series 7 and 66 licensesLife, Health, and Variable insurance licenseRyan joined AXA Advisors in 2002 after graduating from the University of Missouri-Columbia with a...

Todd Buss

Managing Partner

314-889-0508

todd@trailheadcmg.com

Todd has been a financial professional since joining Equitable Advisors (previously AXA Advisors) in 2010. His practice is focused primarily on comprehensive planning and providing financial solutions for families, physicians and small...

Kyle Koprowitz

Financial Professional

(217) 303-5415

kyle@trailheadcmg.com

Kyle earned his Bachelors Degree in Finance at Michigan’s Davenport University in 2017 and joined Equitable in 2018. He joined Trailhead Capital Management in July of 2024. His primary focus is working with school districts and local...

Kate Friedhoff

Operations Manager

Kate began supporting Connie in 2012 as an Administrative Assistant. She earned a Bachelor of Arts in Psychology in 2003 and a master’s degree in Gerontology in 2006. Prior to supporting Connie, Kate was a Benefits Specialist at...

Maria Poston

Client Relationship Specialist

6 Client Promises

UNDERSTAND YOUR SITUATION

RESPECT YOUR ASSETS

EDUCATE YOU ON YOUR OPTIONS

PROVIDE CLEAR RECOMMENDATIONS

TRACK YOUR PROGRESS

STAY IN TOUCH WITH YOU

We Work Hard For You

Whether you are a teacher planning for retirement or are planning for the unexpected, we specialize in helping you put each piece of your financial puzzle together..

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Are you retirement ready?

Our goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Through our comprehensive approach, we develop your personalized retirement strategy that addresses your individual needs and goals, both short and long-term.

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