Tim Maurer, CFP®, RLP®

Head of Wealth Management

Tim Maurer, CFP®, RLP® is Head of Wealth Management for […]

Emily Epps-Dawson

Financial Associate

Kelly Wagner

Client Services

Sheila Gothard

Client Services

Invest in Others Community Service Award

Invest in Others

Now in its 14th year, the Invest in Others Awards […]

Ashley Crotwell, CFP®, financial advisor at Triad Financial Advisors, Inc.

Ashley Crotwell, CFP®

Financial Advisor

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

Jonas Boyer

Jonas Boyer, CFP®

Financial Advisor

Jonas is a CERTIFIED FINANCIAL PLANNER™ professional who joined TFA […]

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 […]

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