About Our Firm : McKenna Financial | Bozeman, MT

About Our Firm

Where we’ve been, where we’re going,
and what we believe

Our History

The roots of McKenna Financial are deep and strong. The firm traces its origins back to 1949, when John McKenna Sr. quit his job working for the Northern Pacific Railroad to become a New York Life agent. John McKenna Jr. joined the organization in June of 1974 and was followed by his daughter, Meghann, in 2004. The firm has continued to expand market base through the acquisition of veteran New York Life Agents practices. As well as market expansion, the firm has also grown into the financial planning and asset management arenas. Berkley Hudson joined the firm in 2013 bringing added leadership in those disciplines. In 2015 McKenna Financial also welcomed Leisl Mooer to the advisor team. Leisl had been with our firm in a support role in planning and financial asset management. Also, joining in 2015 was Micaela McKenna who is the youngest of the McKenna family. She joins John her father and Meghann her sister. Our past is strong and our future looks bright.

Our Mission

We provide a broad range of financial services and products, including financial planning, insurance, and investments, to individuals and business owners. Our areas of specialty are multi-generational planning and business planning.

We are committed to developing strong, long-term relationships with our clients, their families, businesses and other professional advisors. Forming a strong coalition of a client's advisors helps provide cohesive, consistent advice to the client and makes the sum of the whole greater than each individual part.

We are committed to our families, employees and community and believe in the importance of maintaining balance between our practice and our family life. Providing opportunities for our employees to grow in their careers is important to the success of our clients and the firm. Being active in the community and using our resources to help others is also a key part of our philosophy.

Our Vision

McKenna Financial guides individuals, families, and business owners through a legacy planning process ,not just for today, but for future generations to come. We are a third generation firm that has built a strong and consistent legacy within the financial services industry. We welcome the opportunity to help you build a legacy of your own.