About
About Pathfinder
Pathfinder’s roots trace back to 1989 when Fred Stewart became a CFP® professional and started F. Stewart & Associates. Fred completed financial plans for many of his colleagues in the US Forest Service back in those early days. The firm has grown and changed over the years but our core values of highly personalized, fee-only service from approachable advisors remain. Many of our current clients have worked with our firm for more than 20 years.
About the Team
Jill Tripp, CFP®
Jill began her career in financial planning in 2002 and became a CFP® professional in 2006. Jill has worked with the same planning firm, and some of her individual clients, for her entire career. She’s a proud alum of the University of Montana and still resides in beautiful Missoula, MT.
Although her clients come from diverse backgrounds, the bulk of Jill’s clients are either nearing retirement or already retired. She also has a specialty of working with Federal employees, both working and retired.
Her favorite part of the job is instilling confidence in her clients as they navigate complex financial questions and life’s transition points. Jill finds it extremely rewarding to watch her clients reach their goals and enjoy their retirement years. She treasures her client relationships that have developed over the years.
Outside of work, Jill enjoys board games, mystery novels, hiking, gardening, and following the Montana Grizzly sports teams. She also devotes time to her local chapter of P.E.O. and its mission of providing educational opportunities for women. She and her husband have two nearly-grown sons who keep them laughing and make them proud every day.
Hannah Santa Cruz, CFP®, BFA™
With nearly 15 years of experience in financial services, Hannah Santa Cruz is passionate about helping individuals and families gain clarity and confidence in their financial lives. As a CFP® professional since 2018, Hannah combines technical expertise with a warm, approachable style to create meaningful, lasting relationships. Whether preparing for retirement, navigating a life transition, or simply seeking a clearer path forward, she is committed to providing tailored, personalized planning to help her clients make decisions that support their financial peace of mind and help build a strong financial foundation for the future.
Drawing on principals of behavioral finance, Hannah also helps clients navigate the emotional aspect of money, recognizing that financial decisions are often influenced by more than just numbers. She works closely with each client to understand their values, habits, and concerns, empowering them to make confident, informed choices that align with their unique long term financial and life goals.
Hannah lives in Missoula, Montana with her husband, their two sons, and their dog. Outside of work, she enjoys reading, creating art, baking, and exploring the natural beauty of western Montana with her family.