Team Members
 John J. McKenna Jr., MSFS
For 30 years, John has been working with families and businesses throughout the country to help them reach their financial goals. John attended Montana State Universityas well as Eastern Montana Collegeand he holds a Master of Science in Financial Services from The American College at Bryn Mawr Pennsylvania. He has Chartered Life Underwriting designation and Chartered Financial Consultant designation and has been a member of New York Life's Chairman's Council for 25 years. John is a Life and Qualifying Member of the Million Dollar Round Table and is a Montana District agent currently mentoring three agents. John lives in Bozeman with his wife, Tricia, and has three grown children.
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Meghann McKenna, CLU Meghann was born and raised in Bozeman, Montana. She attended both Montana State University in Bozeman and the University of South Carolina in Columbia, and graduated with a degree in Business Marketing. Meghann began her career as a New York Life Agent in March 2004. She has qualified for Executive Council and the Million Dollar Round Table for three years. Meghann completed her Series 7 exam in the Fall of 2004 and plans to continue her education to support her clients. Meghann is active in the Bozeman community by serving on the Board of Directors for Special Olympics Montana. |
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Tricia McKenna Tricia has been working with John McKenna for over 30 years. Tricia holds an insurance license and is able to assist clients with service issues. In January 2006, Tricia moved from a full time position to a consulting position of the organization. A true Montanan, Tricia enjoys all of the things the Big Sky has to offer. As an avid skier, fisherman and hunter, Tricia is at home here in all seasons. |
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Dan Tew
Dan, also a Licensed Service Assistant, joined the McKenna Financial team in September 2008.
He assists the agents with appointments and other office related activities. Dan was born and raised in Bozeman, Montana, and attended Utah Valley University.
While in Utah, Dan was very active in the community through the Boy Scouts of America. He is an outdoor enthusiast who especially enjoys hunting, boating, and fishing. Dan is happily married to Ashley. They are the proud parents two sons, Logan and Tyler.
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 Greer Clark
Greer is new to our team and comes from Cody, Wyoming, where she was born and raised. Greer has an English Literature degree from Montana State University and hopes to one day receiver her Masters in Library and Information Science and go on to be a Librarian.
Along with relishing in Montana’s fresh air with her husband and their dog, Greer also enjoys reading, knitting and traveling. She stays active in the community by volunteering at the Bozeman Public Library.
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