Bison Wealth Management

Bison Wealth Management

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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

05/10/2026

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 🦬

05/05/2026

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💙

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Address


1920 Evans Avenue
Cheyenne, WY
82001