Who We Are
Our Team
When you work with us, you gain more than an advisor — you gain a dedicated team.
Meghann P. McKenna
Financial Advisor · CLU® · ChFC® · CLTC® · ChSNC® · CAP®
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Meghann McKenna is our fearless leader. Her grandfather founded McKenna Financial in 1949, and she carefully blends the tradition of a family business with a fresh approach to financial strategy. With decades of experience and a calm, steady presence, Meghann has a way of making even the biggest financial choices feel manageable.
Her signature approach with clients is both thoughtful and strategic. Meghann has that rare ability to see the big picture, think outside the box, and simplify what can often seem complicated. She's the person you want in your corner — especially when life gets challenging.
Meghann is a Member Agent of The Nautilus Group®, a resource offered through New York Life Insurance Company that supports advanced estate and business planning. This exclusive network gives her access to a team of professionals in law, taxation, and finance — allowing her to deliver high-level strategies to her clients in collaboration with legal and tax advisors.* She's also a Qualifying Member of the Million Dollar Round Table — an honor given to the top 1% of financial professionals worldwide — and in 2017, New York Life Insurance Company named her a Chairman's Council Member, recognizing her as one of their top-tier financial professionals. She was also recognized by New York Life for Chairman's Council membership in 2025.
Around the office, Meghann sets a high bar for excellence, but she's also always making us laugh. To know her is to love her one-liners and her quick wit. We also humbly serve as taste-testers for whatever new recipe she's trying out, and it's safe to say we'll never go hungry around here.
Originally from Bozeman, Meghann studied Business Marketing at Montana State University and the University of South Carolina. She's deeply involved in the local community and has served on the boards of Special Olympics Montana and the Gallatin Valley Land Trust. She also volunteers for the Recreational Aviation Foundation, a nonprofit that preserves and restores backcountry airstrips. When she's not getting her Martha Stewart on in the kitchen, you can find Meghann hiking or biking around Bozeman with the absolute love of her life: her dog Roger.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry. Council is an annual New York Life recognition program based on agent production from July 1–June 30.
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Leisl Mooer joined McKenna Financial in 2013 and has been a cornerstone of our team ever since. As a Financial Advisor, Leisl takes a full-scale, holistic approach to financial planning. She supports clients with everything from risk management to asset accumulation and retirement distribution strategies. Her goal is simple but powerful: help people gain clarity, confidence, and a sense of control over their financial lives. She's especially passionate about working in a firm where every client is welcome, regardless of how much they have to invest.
In the office, Leisl brings a unique blend of calm focus and warm energy. She's empathetic, detail-oriented, and is our steady voice of reason when things get busy. She's always ready to lend a hand, and has a natural way of making people feel instantly at ease. Leisl shows up every day with patience, integrity, and a deep commitment to doing what's right. For these qualities and more, Leisl was named a Qualifying Member of the Million Dollar Round Table, an international honor awarded to top professionals in the financial services industry.
Leisl is deeply involved in her community. She served on the inaugural NextGen Advisory Board for the Gallatin Valley Land Trust, a group of young leaders dedicated to conservation efforts. She has been a proud member of the Sweet Pea Lions Club, which focuses on service projects geared towards supporting women and children, and she volunteers with Reach Inc., a nonprofit that supports adults with developmental disabilities.
Originally from Soldotna, Alaska, Leisl moved to Bozeman to attend Montana State University, where she earned her degree in Business Finance. She fell in love with the valley and now lives here with her husband, Scott, their two daughters, Alice and Norah, and their dog Otis. On weekends, you'll likely find the whole crew hiking around town (Drinking Horse is a favorite trail). And be sure to let Leisl know what you're reading — she's always on the lookout for a good novel and a nice cup of coffee to accompany it!
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Madison joined our team in 2019. As an Associate Financial Advisor, she focuses on what she loves most: connecting with clients. She's deeply driven by the belief that financial literacy and guidance are tools everyone deserves, and she takes pride in work that makes a real difference in people's lives.
Around the office, Madison is the person we turn to with questions big and small. She's known for her willingness to jump in, her collaborative spirit, and her appreciation for the tasty treats that Meghann often bakes for the team.
Madison grew up on a horse farm in Redmond, Washington, and moved to Bozeman in 2016 to study finance at Montana State University. Like plenty of others, she fell in love with Montana and decided to stay. She lives here with her boyfriend Nate, and the two of them take full advantage of having the Great Outdoors as their backyard. They love skiing, mountain biking, and fishing together, and are always game for a round of golf in the summer.
Madison also has her own horse now — a 20-year-old thoroughbred named Ned — and she explores Montana's trails with him whenever she can. Madison (and Ned!) are proud to support Eagle Mount, a Bozeman-based nonprofit that provides therapeutic horseback riding and other adventures for people with disabilities.
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Lisa joined McKenna Financial in 2006—inspired by her father's 55-year career with New York Life, Lisa has spent more than 16 years helping individuals and families protect what matters most and prepare for the future through thoughtful planning. As an Insurance Agent, she is passionate about creating personalized strategies that give clients greater confidence and peace of mind. After taking a five-year sabbatical to focus on family, Lisa returned to New York Life because she missed what she enjoyed most—the relationships she built with clients and the opportunity to make a meaningful difference in their lives.
With educational backgrounds in nursing and business, including a minor in economics, Lisa brings a unique blend of analytical thinking and genuine compassion to every client relationship. Known for her warmth, optimism, and approachable nature, Lisa creates an environment where clients feel comfortable having conversations that aren't always easy. She believes the best financial decisions begin with listening and understanding each person's unique circumstances, and she enjoys helping clients develop personalized estate and retirement plans that leave them feeling heard, supported, and more confident about their future.
A lifelong Montanan, Lisa continues to call Butte home and is deeply committed to serving her community. She volunteers her time assisting shut-ins and individuals with disabilities by providing transportation, helping with errands, and connecting them with community resources. She is also active in women's entrepreneurial and holistic wellness groups.
Family is at the heart of Lisa's life and the driving force behind everything she does. She and her husband enjoy spending time with their daughter, son-in-law, and four grandchildren, creating lifelong memories together whenever they can. When she's not working, you'll often find Lisa tending her garden, exploring Montana's parks, or anywhere surrounded by trees and water—places that remind her of what she's helping clients protect every day.
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Anna joined our team in November 2025 as an Administrative Associate. She is passionate about supporting a team that genuinely cares about its clients and believes that financial literacy and guidance should be accessible to everyone, regardless of their wealth or where they are in their financial journey. Anna is driven by the idea that everyone deserves the knowledge and confidence to make informed decisions, and she takes pride in helping clients feel empowered as they work toward their goals.
Known for her willingness to help and her belief that no problem is too small, Anna approaches every client interaction with patience, curiosity, and care. She enjoys being part of a collaborative team environment and values the opportunity to support both clients and colleagues in meaningful ways.
Anna grew up in Burlington, Vermont, and attended the University of Vermont before heading west in search of deeper snow and bigger mountains. While the Green Mountains will always hold a special place in her heart, she quickly fell in love with Montana and now calls Bozeman home.
When she isn't in the office, you can find Anna skiing, fishing, or exploring trails with her 2 dogs Riley & Betty – both rescues whose breeds would fall into the category of a "Mixed Bag." She also loves live music and is passionate about birding, sustainable horticulture and agroecology.
Roger
Chief Morale Officer
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Roger Maxwell McKenna IV joined in December 2018. While he desires many responsibilities, he's currently trusted with very little. He spends his days monitoring his human colleagues, taking frequent walks in the office yard, and making sure everyone who stops by gets a proper pet.