Meet the TFA Team
Collectively, our team boasts hundreds of years of experience, a plethora of relevant industry credentials (CFP®, CAP®, CLU®, ChFC®, RLP®, FPQP™) three published books, regular contributorships to household name media outlets, and a perpetual string of accolades at the local and national level, but we’d love for you to get to know us beyond the resume.
CARTER W. LEINSTER CFP®, ChFC®, CLU®
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.