#United States #Lawrence #Triad Partners #Quin Kilgore #Jessica Daniels

Triad Partners Welcomes New Leadership

In a strategic move reflecting its commitment to innovation and operational excellence, Triad Partners, a prominent financial services organization, has appointed Quin Kilgore as Chief Technology Officer (CTO) and Jessica Daniels as Chief Operating Officer (COO). This remarkable hiring initiative aims to strengthen the organization's technological capabilities and improve operational scalability for enhanced member experiences.

New Leadership with Vision

Quin Kilgore brings over a decade of expertise to his role as CTO at Triad. He is tasked with advancing the company's technology framework and product strategy. Kilgore's vision includes creating a seamless integration between Triad’s wealth management and insurance divisions, thereby optimizing technological processes across the organization. His previous tenure at Carson Group saw him successfully enhancing their technological underpinnings, which led to improved communication flow and reduced administrative challenges for financial advisors.

Kilgore expressed his enthusiasm, stating, "Triad is at a pivotal juncture—ready to scale rapidly and build technology that transforms the advisor experience. My aim is to create a unified, AI-driven platform enabling actionable data and intuitive workflows for advisors, enhancing their efficiency and effectiveness."

In parallel, Jessica Daniels joins as COO, equipped with nearly two decades of combined experience in wealth management and insurance. She will oversee the day-to-day operations of Triad, ensuring the organization scales effectively while upholding its reputation for high-quality advisor support. Daniels is expected to streamline processes and enhance cross-divisional collaboration, fostering an environment conducive to sustainable growth.

A Focus on Advisor Success

Brad Johnson, co-founder of Triad Partners, emphasizes the organization's philosophy that advisors should not have to choose between success and personal fulfillment. He believes that by aligning technology and data with the advisor experience, the company can provide a platform where advisors can thrive both professionally and personally.

The addition of Kilgore and Daniels is expected to enrich Triad's efforts to build an empowered and innovative ecosystem for its financial advisors. Shawn Sparks, co-founder of Triad, noted, "Jessica's operational expertise will be transformative in bringing our vision to life. Her leadership will not only enhance operational efficiency but also help our members live a life of freedom and significance."

Triad Partners: Transforming Advisor Practices

Founded in 2020, Triad Partners operates with a unique ethos of promoting a "Do Business. Do Life." philosophy. This approach enables advisors to align their professional endeavors with their personal values, paving the way for meaningful growth and fulfillment. Triad aims to empower its advisors through tailored resources, innovative tools, and a supportive community that prioritizes balance and personal aspirations.

By adopting this holistic perspective toward business development, Triad Partners helps its members construct a future defined by freedom, happiness, and the ability to flourish both professionally and personally.

Conclusion

Triad Partners' strategic appointment of Quin Kilgore and Jessica Daniels signals a robust commitment to enhancing its service offerings and expanding its technological capabilities. As these leaders embark on their new roles, both the organization and its advisors can look forward to a future characterized by innovation, efficiency, and amplified opportunities for growth.