Our addition of new team members has continued to increase here at Triad Financial Strategies much the same way our thermostat has recently. As such, I am very pleased to announce the recent addition of Tom Bakamus as Associate Wealth Advisor in our Issaquah location.
Tom joined the Triad Financial Strategies team in May of 2021 and looks forward to implementing personalized financial plans and helping clients create a roadmap to manage their personal goals. He specializes in providing comprehensive guidance that includes investment advice, tax awareness, retirement income strategizing, insurance coverage analysis, and more. He understands the importance of using a holistic approach as every client has a dynamic set of goals and values that makes their situation unique.
Having Tom on board will afford us the time and opportunity to maintain our personalized service to you. I expect this will allow us to continue to be able to assist your needs as they come up and the needs of our future clients as well. As always, we appreciate the referrals and introductions many of you have made over this last year that has allowed us to add these great new team members and strengthen our already exceptional staff.
To learn more about Tom, please visit
We are equally excited to announce that Katie will be moving into her new role as Para Planner / Client Relationship Coordinator where she will be responsible for assisting me with complex client situations and providing additional support to clients that are joining Triad. She will also be working closely with me and the other team members in our organization to maintain your financial plan. Again, I am very excited for this new role that Katie is moving into as she still plays an even bigger role in serving you and our other clients.
Please join me in welcoming Tom to the Triad Financial Strategies team and congratulating Katie on her new role.