Bison Wealth Management

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United States
Cheyenne, WY
Bison Wealth Management

Empowering families & business owners to live with financial clarity | Retirement • Tax • Investments • Goal planning | Serving clients nationwide 🦬

Wealth Management Advisor - Brendan McDermott, CFP®, RICP®
Financial Advisor - Chad McKinney
Financial Advisor - Jason Hartbauer
Wealth Management Advisor - Cory Schroeder, CFP®, CEPA®, MBA, M.S. Associate Financial Representative - Maran Funderburk
Associate Financial Representative - Kenzie Spears, CFP®
Director of Insurance - Ali Prim
Director of Investment Operations - Kurt Davies
Retirement Planning Specialist - Jenny Charles

05/29/2026

We are passionate about one thing at Bison Wealth Management:

Helping you live your best life today knowing your future is taken care of.

Backed with over 125 years of experience, our firm is eager to help families and businesses live with financial confidence and clarity in their lives.

Whether you're saving for retirement, investing in your child's future, or even running a business, planning out your finances can be overwhelming. Life is complicated, but your finances don't have to be.

If you want a team in your corner to help make sense of it all, welcome to Bison Wealth Management.

05/27/2026

Earlier this month, members of our team spent an afternoon with Safehouse Services at their annual domestic violence awareness luncheon. The impact Safehouse has on our community is immeasurable, and we are thankful for all they're doing to provide a safe haven for survivors of domestic violence. 💜

05/25/2026

Today, we remember and honor the brave men and women who made the ultimate sacrifice to protect our freedom. 🇺🇸💙

05/22/2026

Why Bison Wealth Management?

Our firm brings the experience, alliance, and passion needed to help you reach your financial goals. Visit http://bisonwealth.nm.com?utm_source=facebook&utm_content=_&agentid=0L1191 or message us to learn more !

05/12/2026

You don't have to be part of that 82%.

Financial stress can affect your mental health, wellbeing, and relationships.

At Bison Wealth management, our motto is to Live Your Best Life Today Knowing Tomorrow is Taken Care Of, which is why this Mental Health Awareness Month, we encourage you to take the next step to feeling more confident about your future.

Learn more about getting a financial plan: http://bisonwealth.nm.com?utm_source=facebook&utm_content=_&agentid=0L1191 💙

05/10/2026

Today, we celebrate the never-ending love and care of a mother. To the mom's on our team and everywhere: thank you for all you do and for who you are.

from Bison Wealth Management to you 🤍💐

05/08/2026

“Why start saving for retirement now?”

Partner Jason Hartbauer explains the importance of starting to save for retirement early and the power of compound interest over time.

“People who start saving for retirement in their 20s only have to save 7-10% of their income to have a successful retirement. In comparison, people who wait until their 40s have to save upwards as 30% of their income to have the same results.”

Need help building a game plan for your retirement goals? Our experts are here to help: bisonwealth.nm.com 🦬

05/07/2026

Team photos 🤝 twinning

05/05/2026

Business owners work daily to balance growth, strategy, uncertainty, and leadership. Small businesses who succeed long-term are usually the ones who don't just react but plan intentionally for their futures.

What small business do you want to shout out this week? Tag them below💙

Address

1920 Evans Avenue
Cheyenne, WY
82001

Telephone

+13072057778

Website

http://bisonwealth.nm.com/

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