Leadership Team
Jeffrey Plummer CLU, CFS
Head of Agency
Natalie Hundhausen
Managing Director
Lea Ann Greffet
Director of Operations
John Marino
Director of Training
Luke Noll
Managing Associate, Financial Representative
Michelle Mitchell
Managing Associate, Financial Representative
Ryan August Schwartz
Managing Associate, Financial Representative
Brokerage Team
Kevin Koch
Disability Income Specialist, Brokerage Manager
Kevin Hays
Life Brokerage Manager
Vicki Pandolfo
New Business Manager
Alyssa Hilderbrand
Brokerage Assistant
Financial Representatives
Natalie Hundhausen
Managing Director
John Marino
Director of Training
Luke Noll
Managing Associate, Financial Representative
Bill Selley
Investment Advisor Representative
Adam Gimbel
Financial Representative
Jared Woods
Financial Representative
Michelle Mitchell
Managing Associate, Financial Representative
Micki Borawski
Financial Representative
Ryan August Schwartz
Managing Associate, Financial Representative
Admin Team
Christina Lloyd
Support Specialist
Triad Wealth
Russ McMillan
President, Triad Wealth
Garrett McMillan
Vice President, Triad Wealth
Meghan Lyday
Office Manager, Triad Wealth