Our mission is to help our clients &
colleagues live with intention.

Why Triad
Financial Advisors?

TFA is a Fee-Only, independent Registered Investment Advisor (RIA). In other words, acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. Most importantly, Fee-Only method of compensation is the most transparent and objective method available. As a result, minimizes conflicts to ensure your financial advisor acts as a fiduciary. Therefore, we do not sell products or receive commissions on any products or services.

Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.

Play this video to learn more about Fee-Only

Meet Our Team

Part of living with intention means working with people that embody our values and embrace the mission of the firm. Therefore, our team is committed to the fiduciary standard and making sure we are always acting in the best interest of each of our clients. Above all, 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.

Scroll through to get a better sense for who we are:

Karen Baleno

Administrative Assistant

Nathaniel Carswell, CFP®

Chief Operating Officer

Laura Harkey

Director of Client Services

Kelly Harter

Client Services

Robin Hunt

Director of Marketing

Mollie Korenstein, CFP®

Financial Advisor

Pat Kylander

Executive Assistant

Justin May

Portfolio Analyst

Barbara Richley

Client Services

Linda Willard

Director of Information Technology

Eduarda York, SPHR, SHRM-SCP

Director of Administration and Finance

Kaitlyn Lingard

Financial Associate

John Marske, CFP®

Financial Advisor

Jonas Boyer

Financial Associate
Patrick Rush

Patrick Rush, CFP®, CLU®, MBA

Position: CEO

Patrick Rush has been providing financial planning and investment advice since 1998.  He is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. Prior to merging with TFA in 2012, Patrick was the President of Independent Wealth Management.  He also served individuals and families as a Vice President and Senior Financial Advisor at Merrill Lynch in Greensboro.

Patrick believes that finding qualified, independent and conflict-free financial advice should not be difficult for investors. In addition, he believes investors do not need to predict the future in order to be successful at investing.  He is proud that TFA is a fee-only firm with a commitment and legal responsibility to act as a full-time fiduciary for their clients. Patrick is passionate about raising the level of financial education in the community and thus authored Retirement 101 in 2011.

Patrick resides in Greensboro, NC with his wife, Dr. Christina Rush, their daughter Havana, and twin boys, Walker and Quincy.

Education

  • Illinois Institute of Technology
    • MBA – Finance
    • B.S. – Financial Markets & Trading
  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Life Underwriter®

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Society of Financial Service Professionals (SFSP)
  • Leadership Greensboro 2015-16
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019
  • Barron’s Top 1200 Financial Advisors 2017, 2018, 2019
  • Forbes Best-In-State Wealth Advisors 2019, 2020
  • Greensboro Police Citizen’s Academy 2018
  • Canterbury School Board of Trustees 2020
  • March of Dimes
      • Central NC Board of Directors 2018
      • Signature Chefs Auction Chair 2017
      • Ambassador Family 2016

Press

The Wharton School – “Your Money” talk show on Wharton Business Radio on Sirius XM (guest)

US NEWS – New 401(k) and IRA Rules for 2018

WSJ – The ‘F-Word’ Never Sounded So Sweet

Business NC – Stocks to watch: On the prowl for big gain

WealthManagement.com– This Tech-Advisor Hybrid Wants Your Small Clients

WSJ –   Bond Investors Worry This Is as Good as It Gets

Carter W. Leinster, CFP

Carter W. Leinster CFP®, ChFC®, CLU®

Position: Founder

Carter W. Leinster, CERTIFIED FINANCIAL PLANNER professional, is the founder and President of Triad Financial Advisors. Carter has been helping men and women achieve financial independence since she began her career as a financial consultant in 1978.  After celebrating thirty years of service in 2012, TFA and Independent Wealth Management merged. Patrick Rush, former President of IWM, became Principal of the firm providing TFA with future growth opportunities and continuous stability for its clients.

Carter continues to meet with clients to discuss planning and investment strategies. She believes our style of planning is for those who value personalized thinking and the kind of knowledge that can only be accumulated over time.

Carter enjoys traveling with her family, studying foreign languages and learning about indigenous cultures. She is especially interested in the native cultures of North, Central and South America as well as collecting textiles from different parts of the world. Carter and her husband Bill have two daughters, Whitney and Logan. Whitney and her husband live in Stuttgart, Germany, while Logan lives with her husband and 2 children in Grand Rapids, Michigan.

Education

  • University of North Carolina at Chapel Hill
    • M.B.A with a concentration in Finance
  • Middlebury College, M.A.
  • Duke University, B.A.
  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter®
  • Licensed for Health and Life Insurance

Professional Memberships & Activities

  • Society of Financial Service Professionals (SFSP) – Served on the Board of Directors (1988-1990 and 2007-2009)
  • Greensboro Estate Planning Council
  • Women Presidents’ Organization
  • Women’s Professional Forum – Served as President and on the Board of Directors
  • Advisory Board of Friends Home in Greensboro, NC
  • Greensboro Montessori School – Board of Trustees
  • The United Way Tocqueville Society
  • Community Foundation of Greater Greensboro, Women to Women – Founding member
  • Community Foundation of Greater Greensboro Board of Directors, past member
  • Corporate Relations Committee of the UNCG Board of Visitors, past member
  • Top 25 North Carolina Financial Advisors, State-by-State – Barron’s List (2009, 2010, 2011, 2012, 2013, 2016)
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019

Cameron Aydlett, CFP

Cameron Aydlett, CFP®, ChFC®

Position: Financial Advisor

Cameron Aydlett is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® at Triad Financial Advisors. She joined TFA as a Para-Planner in 2001. Cameron is passionate about helping clients achieve their goals. She especially enjoys watching clients reach the point at which work is optional.

Cameron resides in Liberty, NC where she raises Arabian horses. Cameron’s daughter and her family live in Washington, DC.

Education

  • Lenoir-Rhyne University
  • B.A. in Communication (Honors)
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant®

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Alamance County Agri-Business Committee
  • Women’s Resource Center in Alamance County
    • Board Member
    • Membership Committee Chairperson
    • Fund Development Committee member
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018, 2019
  • Women To Women Advisory Council

Press

Financial Advisor IQ -Why FAs Are Still Reluctant to Jump on ESG Bandwagon

Karen Baleno, Administrative Assistant

Karen Baleno

Position: Administrative Assistant

Nathaniel Carswell, CFP

Nathaniel Carswell, CFP®

Position: Chief Operating Officer

Nathaniel Carswell is a CERTIFIED FINANCIAL PLANNER™ professional. He brings over eleven years of financial planning experience to the TFA team. Nathaniel takes great pride in listening and collaborating with his clients before offering financial strategies.

Nathaniel and his wife, Lauren, and their son, Lachlan reside in Greensboro. His hobbies include reading, traveling, hiking and spending time with family.

Education

  • Appalachian State University
    • B.S. Sociology with minor in Business Management
  • CERTIFIED FINANCIAL PLANNER practitioner

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Times 300 Top Registered Investment Advisers – 2018, 2019

Laura Harkey, Director of Client Services

Laura Harkey

Position: Director of Client Services

Kelly Harter, Client Services

Kelly Harter

Position: Client Services

Robin Hunt, Director of Marketing

Robin Hunt

Position: Director of Marketing

Mollie Korenstein, CFP

Mollie Korenstein, CFP®

Position: Financial Advisor

Mollie Korenstein is a CERTIFIED FINANCIAL PLANNER™ professional. She recently relocated to Greensboro from Hoboken, N.J., where she spent 7 years building financial plans for high net worth clients. Mollie’s holistic approach to financial planning complements TFA’s mission of helping their clients “Live with Intention.”

Mollie’s hobbies include running, hot yoga, baking and traveling. Recently, she participated in Cycle for Survival which raises money to beat rare cancers and MS Muckfest, a mud run supporting people living with Multiple Sclerosis.

Education

  • Ohio State University
    • B.S. in Consumer and Family Financial Services
  • CERTIFIED FINANCIAL PLANNER practitioner

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Times 300 Top Registered Investment Advisers – 2018, 2019
  • Women To Women Advisory Council

Pat Kylander, executive assistant

Pat Kylander

Position: Executive Assistant

Justin May, Financial Associate

Justin May

Position: Portfolio Analyst

Justin May is a Portfolio Analyst and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation. Justin currently oversees our client’s portfolios to ensure model compliance.

Justin lives in Greensboro with his wife, Corinne and their dog, Arlo. He enjoys snowboarding, hiking, and playing the trombone.

Education

  • University of California, Santa Barbara
    B.A. in Economics

Barbara Richley

Barbara Richley

Position: Client Services

Linda Willard

Linda Willard

Position: Director of Information Technology