Hannah Santa Cruz is a CFP® with 15 years of industry experience, currently serving as an advisor at Pathfinder Planning and Investments. Her prior roles include positions at Core Planning, Focus Partners Wealth, Churchill Management Group, Stockman Wealth Management, Peak Investment Management, and Ameriprise. Pathfinder Planning and Investments provides wealth management and financial planning services to individuals and charitable organizations, offering both ongoing investment management and project-based planning. The firm uses a Modern Portfolio Theory approach, combining passive and active investment vehicles with a focus on tax efficiency and socially responsible options.

Jill Tripp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Pathfinder Planning and Investments in Missoula, MT. She previously worked at Core Planning and Stewart & Associates PLLC. Outside of her advisory role, she is a member of JT Squared LLC and provides light bookkeeping and property information tracking services to an investment management client on a consulting basis. Pathfinder Planning and Investments offers wealth management and financial planning services to individuals and charitable organizations, utilizing a fee-only model and a disciplined investment approach based on Modern Portfolio Theory. The firm combines passive and active investment vehicles, applies asset-location principles for tax efficiency, and provides socially responsible investment options upon request.