2013 Five Star Wealth Manager Announcement

I’m excited to announce that for the third year in a row I have been recognized as a Five Star Wealth Manager in this year’s 2013 Five Star Wealth Managers April issue of Seattle Magazine. To be nominated by my peer group and then selected for this award is certainly an honor. This award is given to less than 7% of the financial advisors in the Seattle area. It confirms the fact that our wealth advisory services at Triad Financial Strategies, Inc. and all our hard work is continuing to gain more and more respect around our local investment community. The Five Star award is based on client responses to surveys regarding the advisor's customer service, integrity and expertise among other criteria.

Our goal has always been to give exceptional personalized service and I feel that this award validates what we are doing and plan on continuing to do. Thanks to many of you, we have continued to be blessed in large part to the trust you have in us, as evidence by the introductions you have made to us with those people in your lives that you feel might benefit from our services over this last year.

My hope is that this recognition will help affirm your confidence in the work we are doing for you and also allow you to feel comfortable introducing us to those in your life that may be in need of a second opinion or fresh outlook on their retirement planning strategy and/or investment management.

Thank you to all of you for continuing to trust me to help you pursue your financial independence.