facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Trailhead Planners

About Us.

Schedule a Free Intro Call

Meet Our Team

At Trailhead Planners, we operate as a true team. All three of us are equal partners in the firm, which creates an alignment of interest and true sense of partnership.

Partner & Fee-Only Financial Planner

Courtney Ranstrom, MBA, CFP®


Nationally-Recognized, Award-Winning

One of the questions Courtney asks herself and her clients - what does wealth mean to you? In many cases, wealth has nothing to do with money but with how we find fulfillment in our lives. Courtney does not believe in imposing arbitrary standards of wealth onto her clients. Rather, she wants her clients to understand what wealth means to them and how they can achieve their version of wealth. Her conversations with her clients are not just about money, they are about building a financial life plan tailored to each client's values, resources, and ongoing life goals.

Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.

Courtney lives in Portland, Oregon, with her husband, two daughters, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her girls, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.

See Courtney on Altruist's Human Advisor Podcast: 


Partner & Fee-Only Financial Planner

Morgan Ranstrom, CFA, CFP®


Published Author & Financial Expert 

Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may arise along the road. Morgan is proud to work at a firm that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products.

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life which was published by Wisdom Editions in 2018. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their daughter, Alba, love living in Minneapolis, MN and they can often be found walking together along the Minnehaha Parkway, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.

“All to say, who you are, what you are about, your goals, purpose, fulfillment… these are what matter, and they help us create the signposts of our financial life. Money is not an end in and of itself, nor is it a beginning. It’s a means to an end, an entity we can use to transfer value, fulfill our needs, live our values, and move further into a life of purpose.” ~ from Money with Purpose


Watch Bill and Morgan discuss the most important thing you must do before investing:



Partner & Fee-Only Financial Planner

Bill Mulvahill, CFP®, CPA


Experienced & Credentialed 

Bill Mulvahill is a partner and fee-only financial planner in our Minneapolis office. He thinks of himself as a financial trail guide, helping busy professionals to a confident retirement through holistic, tax-focused financial planning. 

Bill has a strong and diverse background in the financial services industry which puts him in a unique position to offer comprehensive financial and tax advice. Prior to joining Trailhead Planners, Bill started his own business, a financial planning firm called Essential Wealth, which shared similar values and a commitment to client service with Trailhead Planners. Essential Wealth and Trailhead Planners merged in early 2020.

Prior to starting his financial planning practice, he was able to build a wealth of experience in both investment research and tax planning that he carries forward into our firm today. Some highlights include: 

  • Master of Business Taxation degree from the University of Minnesota's Carlson School of Management
  • Investment research analyst for RBC Capital Markets' Equity Research group, covering the banking industry immediately following the 2008 financial crisis
  • Senior tax consultant in Deloitte Tax LLP's Private Wealth group
  • Financial planner at Minneapolis Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services  

Bill has a bachelor’s degree in finance from the University of St. Thomas, where he played collegiate golf for four years. He is a Certified Financial Planner™ and a Certified Public Accountant (CPA) registered with the Minnesota Board of Accountancy. He is also a proud member of the following organizations:

Currently, Bill and his wife, Kelly, live in the Minneapolis area with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.

Watch Bill and Morgan discuss the primary drivers of investment performance:



Financial Advisor Websites by Twenty Over Ten Powered by Twenty Over Ten