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WE ARE HERE FOR YOU

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

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We are here for you

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.


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...

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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...
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Kate Stuckmeyer

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...
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Barry Weinstein, CPA

Advisor Assistant to Ryan Brown

My BackgroundFINRA Series 7 General Securities RepresentativeFINRA Series 63 Uniform Securities AgentFINRA Series 65 Uniform Investment AdvisorFINRA Series 24 General Securities PrincipalLife and Health Insurance Licensed in 50...
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6 Client Promises

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

 

<strong>We Work Hard For You</strong>

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..

<strong>Are you retirement ready?</strong>

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.

Already have a relationship with us? Do you have questions?

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What is Asset Map?

Resources


CALCULATORS
CALCULATORS

A host of financial tools to assist you.

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ARTICLES
ARTICLES

Educate yourself on a variety of financial topics.

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DIVORCE RESOURCES
VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

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CALCULATORS
ASSET-MAP® JOSH'S CLIENTS:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

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ARTICLES
ASSET-MAP® RYAN'S CLIENTS:

Over 1 million people are using Asset-Map with their advisors to gain financial clarity.

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DIVORCE RESOURCES
LEGACY LETTER CHALLENGE

Your family matters to you. You matter to your family. We'll help you write an impactful, lasting Legacy Letter.

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CALCULATORS
CONNECT WITH JOSH

Learn more about Josh Menacher on LinkedIn

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ARTICLES
CONNECT WITH RYAN

Learn more about Ryan Brown on LinkedIn

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Community Involvements

Supporting our communities is important to us.

Our Offices

Missouri Office:
1575 Kisker Rd. Suite B,
Saint Charles, MO 63304

Phone: 636-300-4229

Illinois Office:
105 W. First St.,
O’Fallon, IL 62269

Phone: 618-628-3400

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