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.
PATRICK RUSH, CFP®, CAP®, CLU®, MBA
My role at TFA As the owner and CEO of TFA, my role rests on cementing our legacy as the premier independent firm for wealth...
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NATHANIEL CARSWELL, CFP®
My role at TFA As TFA’s COO, I serve on our Leadership Team and provide oversight for the firm’s day-to-day operations. My primary responsibility is...
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CAMERON AYDLETT, CFP®, ChFC®
My role at TFA As a Senior Advisor, I have the pleasure of leading a “Diamond Team” of advisors and collaborating directly with clients to...
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JENNIFER WINDSOR, CFP®, CAP®
My role at TFA As a Senior Advisor at TFA, I lead an advisory “Diamond Team” and help people with life-changing decisions surrounding their money,...
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JOHN MARSKE, CFP®
My role at TFA As a Lead Advisor at TFA, I spearhead client relationships by helping people envision and act on their retirement goals. My...
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JONAS BOYER, CFP®
My role at TFA I proactively work with clients to identify their top priorities and develop a plan to best utilize their available resources to...
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ASHLEY CROTWELL, CFP®
My role at TFA As a Lead Advisor at TFA, I have the privilege of being the primary problem solver for scores of families in...
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KAITLYN LINGARD, CFP®
My role at TFA I am a Certified Financial Planner™ practitioner at TFA. I serve as a Lead Advisor to many families at TFA. A typical...
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JUSTIN MAY, CFP®
My role at TFA I help our clients’ portfolios align with both our investment philosophy and the client’s individual wants and needs. Maybe a more...
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EMILY FAHRENHOLZ
My role at TFA As an Associate Advisor, I support several advisors in developing and monitoring our client’s financial plans, assisting in meetings, and following...
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EDUARDA YORK, SPHR, SHRM-SCP
My role at TFA I am the Director of Finance and Administration. I oversee the daily financial aspects of the firm, including financial reporting, Human...
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LINDA WILLARD
My role at TFA As Director of Operations at TFA, I have my hands in just about everything, especially the management of our technology platforms...
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LAURA HARKEY, FPQP™
My role at TFA I am the Director of Client Services at TFA. Our team works with the advisors, handling the logistics of the plan...
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KELLY HARTER, FPQP™
My role at TFA I help clients with any money movement and paperwork and take care of receiving outside information from the client. My motivation...
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BARBARA RICHLEY, FPQP™
My role at TFA As a Client Services Specialist at TFA, I am involved in just about every implementation step of the clients I have...
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KELLY WAGNER
My role at TFA I help clients with any money movement and paperwork and take care of receiving outside information from the client. My motivation...
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ADERONKE BANKOLE-FALAYE
My role at TFA I work as Technical Portfolio Specialist and I assist in the composition and maintenance of investment portfolios by using and applying...
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KAREN BALENO
My role at TFA As Executive Assistant, I have the pleasure of being the welcoming face and voice for most of our clients who visit...
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Tom Jordan, CLTC
Strategic Partner Tom has been active in the insurance industry after spending many years as an executive in the textile industry. He brings with him...
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Join Our Team
Let us know if you are interested in joining our team here at Triad Financial Advisors.
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CARTER W. LEINSTER CFP®, ChFC®, CLU®
FOUNDER (RETIRED)
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.
