Meet The Team

Our company mission is to help our clients and colleagues live with intention. Part of living with intention means working with people that embody our values and embrace the mission of the firm. Our team is committed to the fiduciary standard and making sure we are always acting in the best interest of each of our clients. Our team approach with client service means clients have a dedicated team that gets to know their needs and monitors their individual plan for success. Being a CERTIFIED FINANCIAL PLANNERTM (CFP®) is an absolute must for our Lead Advisors.

Browse through our team members below to get a better sense for who we are:

  • Patrick Rush CFP®, CLU®, MBA

  • Carter W. Leinster CFP®, ChFC®, CLU

  • David O’Neal, Chief Operating Officer

  • Cameron Aydlett CFP®, ChFC®

  • Karen Baleno, Administrative Assistant

  • Lauren Bauer, CFP®

  • Feraud Calixte CFP®

  • Bonnie Cienek CFP®

  • Laura Harkey, Client Services

  • Kelly Harter, Client Services

  • Robin Hunt, Director of Client Relations and Marketing

  • Mollie Korenstein CFP®

  • Pat Kylander, Executive Assistant

  • Susan Moffitt, Director of Business Management

  • Aaron Parrish CFP®

  • Jenny Rich, Client Services

  • Barbara Richley, Client Services

  • Linda Willard, Director of Operations

  • Jennifer Windsor CFP®

Triad Financial Advisors | 3623 N. Elm Street, Suite 102, Greensboro, NC 27455 | (336) 230-0071
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Fee-only investment advisory services offered through Triad Financial Advisors, Inc., an SEC Registered Investment Adviser. FinLife Partners is a division of United Capital Financial Advisers, LLC and is not affiliated with Triad Financial Advisors . All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, FinLife®, Honest Conversations®, Money Mind®, FlexScore®, Financial Control Scorecard®, One Best Financial Life®, Ideal Life Index™, Financial Years of Freedom™, Live Richly™, We Help You Live Richly™, and United Capital Financial Life Management® ) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries. The information, data, analyses and opinions contained in this material do not constitute investment advice offered by United Capital and are provided solely for informational purposes. ©Copyright 2018 Triad Financial Advisors. ADV