Giving Back

Our mission is to help people live with intention. As an organization, TFA is very intentional about giving back to the community and helping our clients give back in an impactful way, if they so choose. We feel privileged and blessed that we have the opportunity to work with people like you and our TFA team, so we want to be sure to pay that forward where we can.

Below are some of the organizations we support, along with the personal story of why they are important to members of the TFA community.

In 2011, CEO Patrick Rush and his wife Christina welcomed their first child, Havana. Unfortunately, Havana was severely premature, born at 26 weeks weighing only 1.5 pounds. She would spend the next 124 days in the neonatal intensive care unit (NICU) fighting for her life. Today, Havana is thriving, and the Rush Family and TFA feel it’s important to support the research being done by the March of Dimes on prematurity. Their research helps provide a greater likelihood of successful pregnancies and healthy babies.
Cameron Aydlett, Senior Financial Advisor, is passionate about raising money and support for Alzheimer’s Association in honor of a dear friend. She participates in the annual fundraising campaign and has even raised money by promising to crab-walk across the finish line at the Walk to End Alzheimer’s. She fulfilled her promise!
The mission of Family Support Network is to provide support, education and caring connections to those who have a child with special needs or who experience a NICU stay. Karen Baleno, Administrative Assistant, and Patrick Rush, CEO, and their families have both received life-changing services from this great organization.
Carter Leinster, President and Founder of TFA, has been instrumental in supporting women in the community for decades. She is a founding member of the Women to Women initiative which is Greensboro’s first permanent grantmaking endowment to engage women in impacting the lives of the community’s women and their families.
"Someone is sitting in the shade today because someone planted a tree a long time ago."
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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