Chip is a Michigan native and proud University of Michigan graduate. As the son of a public school teacher and an E.R. nurse he learned the value of hard work early in life. He earned his BA in Business from the University of Michigan at Flint. He began his career in finance in 1999 at BB&T. In addition, he has worked at other financial institutions in both personal and business banking. He began working as a financial advisor at Merrill Lynch in 2003. He was there until 2009 when he founded Triad Wealth Management. He's a proud husband and father of three kids.
Chip holds his Series 7, 66, 24, and 63 registrations through LPL. He is also licensed in Life, Health and Long Term Care Insurance. Broker/Dealer LPL Financial.
Zach was born and raised in Winston-Salem. After earning his BA in Bible from Piedmont International University in 2013 he began his career in finance at BB&T where he worked with individuals and businesses as a Personal Banker. Zach joined Triad Wealth Management at the end of 2014. Zach and his wife still live in Winston-Salem and are active members of the community.
Zach holds his Series 7 and 66 registrations through LPL. He is also licensed in Life Insurance. Broker/Dealer LPL Financial.
Registered Representative of LPL Financial Member FINRA/SIPC. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Triad Wealth Management is not affiliated with LPL Financial.
Weblinks: FINRA SIPC
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Triad Wealth Management LLC
935-B E. Mountain St.
Kernersville, NC 27284