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
Now in its 14th year, the Invest in Others Awards […]
Ashley Crotwell, CFP®
Financial Advisor
Ashley Crotwell is a CERTIFIED FINANCIAL PLANNER™ professional at Triad […]
Jonas Boyer, CFP®
Financial Advisor
Jonas is a CERTIFIED FINANCIAL PLANNER™ professional who joined TFA […]
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 […]