Broker Check


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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Randy Kim

Chief Compliance Officer


We’re an independent firm for a reason. We never want our advice to be clouded by any obligation to promote proprietary products. Being independent and having access to global financial resources allows us to provide objective advice.

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“Our financial plans are woven into the fabric of our plans for life. I believe in a real world, connected, and ongoing approach to planning with my clients.”

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"Nothing is more rewarding to me than helping clients work toward their most important financial and family legacy milestones. It’s a privilege and an honor to be a resource for families throughout our community."

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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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Cherise Glass

Director of First Impressions - Tacoma


"Loyalty is something we strive to achieve with each and every client we meet. To us, that involves demonstrating empathy, transparency and above all consistency. We know first impressions matter a great deal."


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Katie Adams

Director of First Impressions - Issaquah


"Helping others is my life’s passion. I will take time to get to know each and every client. Helping each client through different financial seasons is what allows us to stand apart from any other firm." 

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