Meet The Team

Our company mission is the 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 CEO

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

  • David O’Neal, Chief Operating Officer

  • Cameron Aydlett CFP®, ChFC®

  • Karen Baleno, Administrative Assistant

  • Lauren Bauer, CFP®

  • Bonnie Cienek CFP®

  • Laura Harkey, Client Services

  • Kelly Harter, Client Services

  • Robin Hunt, Director of Client Relations and Marketing

  • Pat Kylander, Executive Assistant

  • Susan Matz, Marketing

  • Susan Moffitt, Director of Business Management

  • Jenny Rich, Client Services

  • Barbara Richley, Client Services

  • Linda Willard, Director of Operations

  • Aaron Parrish CFP®

  • 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. ©Copyright 2017 Triad Financial Advisors. ADV