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

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

  • Cameron Aydlett, CFP®, ChFC®

  • Karen Baleno, Administrative Assistant

  • Lauren Bauer, CFP®

  • Feraud Calixte, CFP®, JD

  • Joe Carroll, MBA
    Chief Investment Officer

  • Nathaniel Carswell, CFP®

  • Tiffany Grant, MBA
    Financial Associate

  • Laura Harkey, Director of Client Services

  • Kelly Harter, Client Services

  • Robin Hunt, Director of Client Relations and Marketing

  • Mollie Korenstein, CFP®

  • Pat Kylander, Executive Assistant

  • Susan Moffitt, Chief Administrative Officer

  • Justin May, Financial Associate

  • 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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