Broker Check

Welcome Joe and Lincoln

We are excited to introduce or newest Team Members: 

Joe Cilley & Lincoln Kopetski

At Triad Financial Strategies we are constantly striving to improve in our ability to deliver extraordinary service to you, our clients. As such, we are very pleased to announce the recent addition of Joe Cilley, CFP® and Lincoln Kopetski, CFP® as Wealth Managers to our growing firm.

Prior to joining us, Joe & Lincoln worked together as a team at US Bancorp Investments, partnering with their clients to help them in their journey towards financial independence. The opportunity to join our firm and be a truly independent investment fiduciary advisor, provide objective advice and have access to cutting edge technology was the catalyst in continuing to help not only their existing clients, but also new clients of Triad Financial Strategies in the future. Joe and Lincoln will be based in our newly remodeled Tacoma office.

To learn more about Joe and Lincoln, please visit here

We are very excited to have Joe and Lincoln as a part of our organization. With over 37 combined years of experience in the financial services industry and their dual CFP® designations, they will help us elevate our collective ability as an organization to continue to partner with you. As one of our clients, we remain committed to working with you towards your goals through honest, transparent and personalized advice and service.

Please join me in welcoming Joe & Lincoln to Triad Financial Strategies!