Triad Wealth Partners

The countdown is officially on—#ScaleSummit is almost here! This isn’t just another event. It’s a full-throttle, mind-on-fire, heart-full kind of week. Get ready for: ? Breakthroughs for your business AND your life ?? Speakers who actually get your world ?? Game-changing convos with the best in the biz ?? Energy. Insight. Execution. The wolfpack is assembling. You in? ?? Let’s make this the most unforgettable Scale ever. #DoBusinessDoLife #FinancialAdvisors #OneWeekOut #ScaleSummit

Triad Pub is BACK—for one night only! ???? Our annual St. Patrick’s Day party was a blast—good vibes, great company, and just the right amount of shenanigans. ?? We are lucky to DBDL with our team!?#TriadPartners?#StPatricksDay

Lawrence, Kan.-based Triad Partners has hired former Carson Group head of technology Quin Kilgore as CTO. It promoted Jessica Daniels, SPHR, SHRM-SCP, who was brought on last year as chief human resources officer, to COO. She joined from retirement savings firm Security Benefit.

We’re growing our leadership team and are thrilled to welcome Quin Kilgore as chief technology officer. Quin will spearhead the development of a seamless experience for Triad as he brings an impressive 11 years’ of experience as the former head of technology at the Carson Group. We’re also proud to name Jessica Daniels, SPHR, SHRM-SCP as Triad’s new chief operating officer. In her role, she will oversee day-to-day operations and ensure scalability for the Triad brand. With more than two decades of experience in wealth management and insurance, Jessica is well-equipped to drive excellence at Triad. Welcome to the WolfPack, Quin and Jessica! ??

Tomorrow is #InternationalWomensDay, and we want to shine a spotlight on the incredible women at Triad Wealth Partners who inspire and exemplify the values of integrity, innovation, and empowerment every single day. Thank you for your hard work, passion, and commitment to excellence. We’re proud to work alongside such an amazing group of women who continue to move the industry forward. #InternationalWomensDay #WomenInFinance #TriadWealthPartners #Empowerment #WomenLeaders

We’re hitting the road! Headed to T3 this week? Be sure to connect with Sara Baker, JD, LLM and Lyndsy Dvorak — they’d love to see you! Let’s talk innovation, tech, and what’s next in the industry. See you there! ?? #T32025 #Fintech #Networking

With Chinese stocks rallying in recent weeks, our CIO Brent Coggins spoke with InvestmentNews about the factors behind the surge, including DeepSeek and business friendly regulation, but cautioned against belief that this will be a prolonged period of growth. “We are skeptical this time will be much different from previous China rallies that have a propensity to stall out. You add structural issues to their economy, namely their ongoing property crisis, with the fact they are in the tariff crosshairs of the Trump administration, despite the rally and attractive valuations, it’s enough to keep us on the sidelines primarily from a macro perspective,” said Coggins. Read his full insights on the state of Chinese stocks with Gregg Greenberg, https://lnkd.in/gD_8idHg.

Success Story: Achieving 20% Growth Against the Odds When Virginia O'Brien of Mobile Bay Financial Solutions, LLC set a goal for 20% growth in AUM by the end of 2025, she knew it would be a challenge. Transitioning to an RIA, switching custodians, and navigating a volatile market were just a few of the hurdles. Yet, with the unwavering support of Triad Wealth Partners, Virginia achieved this incredible milestone in just 8 months! Discover how Virginia’s vision and determination led to this remarkable growth and check out the full case study. ??

From commercial litigation to president of Triad Wealth Partners, Sara Baker, JD, LLM shared her inspiring career journey with Barron's. Moving from the courtroom to wealth management, she’s always been driven by a passion to help others. “I help advisors grow their businesses and provide a platform for them to plug into so that they can help more clients.” For more on her story, read the full article by Steve Garmhausen:?https://lnkd.in/gyUXRbaV.

We're excited to share that the Do Business. Do Life. Podcast was featured on Michael Kitces Top 22 Podcasts for Financial Advisors! We want to know- what's been your favorite episode so far? #DBDLPodcast