Ashley Crotwell, CFP®
Financial Advisor
Ashley Crotwell is a CERTIFIED FINANCIAL PLANNER™ professional at Triad […]
Jonas Boyer
Financial Associate
Jonas Boyer is a Financial Associate at Triad Financial Advisors. […]
John Marske, CFP®
Financial Advisor
John Marske, CFP® brings over 30 years of experience managing […]
Kaitlyn Lingard
Financial Associate
After Kaitlyn Lingard graduated from WCU, she moved back to […]
Eduarda York, SPHR, SHRM-SCP
Director of Administration and Finance
Eduarda York has been hired as the new Director of […]
Tom Jordan, CLTC
Vice President, Medicare & Long Term Specialist
Tom has been active in the insurance industry after spending […]
Fee-Only Network
All financial planners and investment managers on FeeOnlyNetwork.com are registered […]
CFP Board
The mission of Certified Financial Planner Board of Standards, Inc. […]
Dimensional Fund Advisors
For more than 35 years, Dimensional has been putting financial […]
National Association of Personal Financial Advisors (NAPFA)
The National Association of Personal Financial Advisors (NAPFA) is the […]