Broker Check

Our Team


Leadership Team

Natalie Hundhausen

Natalie Hundhausen

Managing Director

Lea Ann Greffet

Lea Ann Greffet

Director of Operations

John Marino

John Marino

Director of Training

Brokerage Team

Kevin Koch

Kevin Koch

Disability Income Specialist, Brokerage Manager

Kevin Hays

Kevin Hays

Life Brokerage Manager

Vicki Pandolfo

Vicki Pandolfo

New Business Manager

Alyssa Hilderbrand

Alyssa Hilderbrand

Brokerage Assistant

Financial Representatives

Natalie Hundhausen

Natalie Hundhausen

Managing Director

John Marino

John Marino

Director of Training

Robert Whitlock

Robert Whitlock

Financial Representative

Luke Noll

Luke Noll

Financial Representative

Bill Selley

Bill Selley

Investment Advisor Representative

Adam Gimbel

Adam Gimbel

Financial Representative

Micki  Borawski

Micki Borawski

Financial Representative

Admin Team

Christina Lloyd

Support Specialist

Triad Wealth

Russ McMillan

Russ McMillan

President, Triad Wealth

Garrett McMillan

Garrett McMillan

Vice President, Triad Wealth

Meghan Lyday

Meghan Lyday

Office Manager, Triad Wealth

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