Our Team
Who We Are > Our Team
Meghann P. McKenna, CLU®, ChFC®, CLTC®, ChSNC®, CAP®
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.
Leisl Mooer
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!
Madison Moery
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.
BRITTANY STEINBROOK
Brittany joined our team in 2024 as an Administrative Assistant. We love her energy, creativity, and exceptional organizational skills. Whether she’s engaging with clients or ensuring our team runs smoothly, Brittany brings contagious enthusiasm and a natural talent for structure.
Brittany thrives in the fast-paced, collaborative environment we’re proud to cultivate. She loves the camaraderie of our team and the meaningful relationships she’s building with clients every day.
A fourth-generation Montanan, Brittany was raised in the Gallatin Valley and still calls it home. She and her husband of 19 years are the proud parents of three children and two beloved doodles. During Montana’s famous summers, you’ll find Brittany hiking or camping with her family and soaking up the wide open spaces she loves so much. And if the weather turns, she’s just as happy indoors, catching up on the latest must-see TV show.
Brittany is also the co-author of two international best-selling books. In both her writing and professional work, she is committed to building meaningful relationships and empowering others to do the same.
Roger
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.
1711 West College Street
Bozeman, MT 59715
Phone: 406-587-5166
Email: meghann@mckenna-financial.com