Who We Are

About Our Firm

Over seven decades, we've built a solid legacy within the financial services industry. We continue looking ahead to adapt as the industry and markets change.

When you work with McKenna Financial, you don't have to choose between an experienced team or a modern one. You get both.

Our Legacy

Three Generations —
Seven Decades of Trust

Under Meghann's leadership, McKenna Financial has grown its client base across Montana and the nation and expanded into financial planning and asset management. In 2015 we welcomed Leisl Mooer as a Financial Advisor — together they provide a broad range of products and services, dedicated to helping every client identify and meet their goals.

1949

John McKenna Sr.

Founds McKenna Financial in Bozeman, laying the foundation for a family firm built on trust.

1974

John McKenna Jr.

Joins his father's firm, carrying the practice into its second generation — and remains today as a consultant and advisor.

Today

Meghann McKenna

Granddaughter of the founder, Meghann leads the third generation — blending decades of tradition with a modern, strategic approach.

"We show up prepared, we listen intently, and we build relationships that grow stronger the longer we work together."

— McKenna Financial

Leisl and Meghann professional partner image

Building legacies for generations to come

Our Vision

We guide individuals, families, and business owners through legacy planning — not just for today, but for the generations that follow. We'd love to help you build a legacy of your own.

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