Ashley Crotwell, CFP®

Financial Advisor

Ashley Crotwell is a CERTIFIED FINANCIAL PLANNER™ professional at Triad […]

Jonas Boyer

Jonas Boyer

Financial Associate

Jonas Boyer is a Financial Associate at Triad Financial Advisors. […]

John Marske, CFP

John Marske, CFP®

Financial Advisor

John Marske, CFP® brings over 30 years of experience managing […]

Kaitlyn Lingard, Financial Associate

Kaitlyn Lingard

Financial Associate

After Kaitlyn Lingard graduated from WCU, she moved back to […]

Eduarda York

Eduarda York, SPHR, SHRM-SCP

Director of Administration and Finance

Eduarda York has been hired as the new Director of […]

Tom Jordan, CLTC, Medicare and Long-Term Care Specialist

Tom Jordan, CLTC

Vice President, Medicare & Long Term Specialist

Tom has been active in the insurance industry after spending […]

Fee Only Financial Advisors

Fee-Only Network

All financial planners and investment managers on are registered […]

Certified Financial Planner Board of Standards

CFP Board

The mission of Certified Financial Planner Board of Standards, Inc. […]

Dimensional Fund Advisors

Dimensional Fund Advisors

For more than 35 years, Dimensional has been putting financial […]

NAPFA Advisors

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the […]