John J. McKenna, Jr., CLU®, ChFC®, MSFS
For nearly 45 years, John has been working with families and businesses throughout the country to help them reach their financial goals.
John grew up in Butte, MT then migrated to Bozeman, MT where he attended Montana State University followed by Eastern Montana College in Billings, MT. John holds a Master of Science in Financial Services from The American College at Bryn Mawr, Pennsylvania. Additionally, he has a Chartered Life Underwriter® designation and Chartered Financial Consultant™ designation.
John is a Life and Qualifying Member of the Million Dollar Round Table and has been a long-time member of the New York Life Company's Chairman’s Council.
Following college, Bozeman, MT became both the home base of McKenna Financial and the home of John, Tricia and their family. When not working John enjoys spending time mountain biking the trails around the Gallatin Valley, skiing the slopes of Montanaor being involved with his aviation passion, particularly flying into the backcountry of the west where he enjoys camping with family and friends. Over the years John has enjoyed his work with nonprofits and is the board chairman of the Recreational Aviation Foundation.
Meghann P. McKenna, CLU®, ChFC®, CLTC
Meghann represents the new generation of a business that has evolved from family roots. With experience in insurance, estate planning and financial services, Meghann works in partnership with her father John, sister Micaela, associate Leisl and other associate agents at McKenna Financial.
Meghann is active in many civic activities, including past president of the Board of Directors for Special Olympics Montana and current Member of the Board for the Gallatin Valley Land Trust. Meghann attended Montana State University, Bozeman and University of South Carolina, Columbia where she graduated with a degree in Business-Marketing.
She is also a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing member agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal and tax advisors.*
Meghann has earned numerous industry and company achievements, including a Qualifying Member of the Million Dollar Round Table and 2017 President’s Council Member of New York Life Insurance Company.
Meghann is based out of Bozeman and when not working can be founding making numerous loaves of banana bread out of seriously over-ripe bananas, or hosting a dinner with friends to try out the latest homemade pasta recipe and a fun new wine. Currently without a dog of her own, Meghann may also be found on a nice day with one of her dog nieces or nephews hiking around the Gallatin Valley.
Berkley Hudson, CFP®, CRPC®
Berkley Hudson joined McKenna Financial in 2012 and brought with her over 15 years of experience in comprehensive financial planning, investment management, and insurance planning. She covers a wide variety of issues for individuals and small business owners but focuses primarily on retirement income planning for those who are nearing or in early retirement.
Berkley earned her Bachelors degree from the University of Colorado and Masters from Arizona State University. She holds the Certified Financial Planner® and Chartered Retirement Planning Counselor® designations. She has been a Qualifying Member of the Million Dollar Round Table and either an Executive Council or President’s Council Member of New York Life Insurance Company every year since joining the company.
Berkley grew up in the Texas Panhandle, then met her husband Jon in Denver. They moved to Montana in 1979, first to Billings then to Bozeman in 1998 after a time in Arizona. They enjoy touring Montana and flying into backcountry airstrips to hike and camp. Their family includes Luke the border collie, Maggie the golden retriever, and Gina the cat. Berkley also enjoys hiking, snowshoeing, and cross-country skiing around Bozeman. She has been involved in a variety of volunteer activities and is a member of a local chapter of P.E.O. International.
Micaela McKenna joined McKenna Financial in 2013 to expand upon the company’s director of Business and Contract Implementation. In 2015 Micaela transitioned to a role in sales as a New York Life agent—helping clients reach their goals.
Prior to moving home to Bozeman, MT to join the McKenna Financial team, Micaela worked for the U.S. Department of State in Washington, D.C. in an Event Management and Logistical support role, where she designed, executed and staffed events for the Obama Administration, in attendance President Barack Obama, First Lady Michelle Obama and Secretary of State Hillary Clinton.
Born and raised in Montana, living in proximity to family and the mountains has always been important to Micaela. She is excited to follow in the footsteps of her grandfather John Sr., Father John Jr. and sister Meghann as a New York Life agent, and she continues the long and valued relationship her family has built with New York Life and their clients, who have been an extension of her own family for three generations.
Micaela attended the University of North Dakota in Grand Forks, where she studied exercise science and physiology. Micaela loves living in Bozeman, where she spends her free time enjoying the outdoors with her husband, Keith and their two dogs Finnegan and Porter.
Leisl Mooer joined the McKenna Financial team in 2013 supporting the advisors in their practice and then took the leap to begin her own career as a Financial Adviser in 2015. Recognizing each client's unique situation, Leisl identifies customized solutions to build financial confidence, stability, and success. She knows that life (and plans) change, and she is dedicated to working with her clients throughout life's financial twists and turns.
Leisl grew up in Alaska and moved to Bozeman in 2001 to attend Montana State University where she earned a Bachelor of Science degree in Business Finance in 2005. She volunteers locally throughout the year with the Sweet Pea Lions club, and has served on the NextGen Board of Gallatin Valley Land Trust.
When not in the office, Leisl enjoys taking advantage of the Montana landscape. In the summer, you may find her on a hike (trailed by her husband, Scott, and their “too hot to be outside” 115lb malamute, Koda). In the winter, you may see her slowly cross your path on one of the many cross-country / snow shoe trails. She loves to read, watch movies, bake, knit, and drink coffee.
Dawn McCormick joined McKenna Financial in 2013 starting out working in general client relations and transitioned to Financial Planning and claims in 2018. She enjoys working closely with clients and advisors to set up and service group plans, service investment accounts and utilize financial planning software to benefit our clients.
Dawn was born and raised in Napa, California and moved to Bozeman in 2005 to attend college. While at Montana State University, she earned a Bachelor of Science in Agricultural Education.
When not at work Dawn loves spending time with her husband and children, tending to vegetable gardens, playing with her dogs, or hiking the beautiful trails across the Gallatin Valley. In the summer months, Dawn maintains our outdoor flowers-be sure to notice how great they always look!
Kira Harris joined McKenna Financial in 2015 taking on the role of Case Development Manager. Kira aims to keep the process moving smoothly for our new and current clients when we are making additions or changes to their overall portfolio. She brought with her 6 years of knowledge from the insurance and financial industry.
Kira grew up in Payson, Arizona moving to Bozeman in 2011 to live under the Big Skies of Montana.
In her free time Kira loves spending time outdoors hiking, horseback riding, camping and exploring what Montana has to offer. And when even more relaxation is in order Kira can be found enjoying many of Bozeman’s locally owned restaurants and shops connecting with great people. Kira also devotes some of her off time to Eagle Mount Bozeman and Heroes & Horses volunteering throughout the year. The rest of her time is spent with her daughter, Ariana, and her dogs, Dexter and Khaleesi, enjoying all of life’s opportunities.
Raeden Shanks joined the McKenna Financial team in 2017, taking on the role of office assistant. She helps the advisors with various office tasks and assists clients when needed.
Raeden is a Colorado native and moved to Bozeman in 2016 to pursue a degree in Political Science at Montana State University. When she is not in the office or the classroom, Raeden might be found hiking with friends, enjoying the sunset on Peet’s Hill, playing soccer, or participating in any activity that will distract her from spending her tuition on Granny’s Donuts.
Amber Fuqua joined the Mckenna Financial team in 2018, taking the role of Client Outreach Coordinator. Amber assists the team with scheduling meetings and maintaining communication between the team and our clients.
Amber received her bachelor’s degree in Community Health at Montana State University and is currently pursuing her Master’s degree in Organizational Leadership.
When Amber is not in the office she is out enjoying everything Montana has to offer with her 100 pound German shepherd, Dodge and her partner Shane. You can find them floating the river in the summer and skiing in the mountains during the winter.
Roger Maxwell McKenna IV joined McKenna Financial in December 2018. While he desires many responsibilities he currently can be trusted with very little. He spends his time monitoring the work of his human colleagues, taking frequent walks in the office yard and making sure that everyone who comes by the office pets him. Stop in to say hello to Roger or feel free to check in for photo updates as he grows.
Charlie joined McKenna Financial in 2008 as the chief greeter/weekend-alerter. Charlie left us in fall of 2017, but remains our role model for friendly, cheerful service, as well as our office mascot. When he’s not watching over McKenna Financial and all its customers, Charlie enjoys munching on endless treats, napping leisurely, and exploring the sublime outdoors doggy heaven has to offer.