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Team

At Triad Financial Strategies, we believe the relationship with you is paramount and it is why we come to work each day. We work hard to create a long-term partnership with our clients based on open communication and education and our goal is to become your trusted advisor as you plan for your financial future.

 

“I am passionate about helping people first and foremost. Connecting that focus with my deep rooted interest in the financial industry and affinity for managing money provides me, what I believe to be, the best job in the world."

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"My interest, for my entire career has been in helping clients with the beginning of their financial journey and seeing it to their retirement years"

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“My first priority is ensuring that every process you encounter with Triad is as smooth, seamless, and stress-free as possible.”

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"My goal is to help people realize that planning for their financial future can be exciting. Triad can help you reach your goals…and it’s NEVER TOO LATE!!"

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“I'm most passionate about bringing valuable, entertaining and timely educational events to all of our clients at Triad Financial, regardless of where they are in their financial lives."

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"My goal is to be the reason someone smiles today"

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