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 all of our 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

  • Cameron Aydlett, CFP®, ChFC®

  • Karen Baleno, Administrative Assistant

  • Lauren Bauer, CFP®

  • Feraud Calixte, CFP®, JD

  • Nathaniel Carswell, 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®

  • Justin May, Financial Associate

  • 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
Find more detail on advisors or TFA at www.adviserinfo.sec.gov.