We are very pleased to announce the recent additions of Kelsey Curtis as Para Planner/Insurance Coordinator in our Issaquah location, and Haley Zirbel as Client Relationship Associate also in our Issaquah location. Our goal at Triad has always been to provide personalized client service. With that in mind, and coupled with our continued growth, the opportunity to add these amazing new team members is very exciting.
Kelsey will be working with the advisors to develop holistic financial plans that bring together your financial goals and objectives to help achieve your desired impact, legacy, and purpose for your wealth. She is fervent about financial planning since she feels it is the most overlooked yet necessary piece of your financial journey.
Haley will be your first point of contact in Issaquah and is looking forward to putting her client service background to good use. Her main priority is striving to help make your experience with Triad run as smoothly and efficiently as possible. A few of her bigger responsibilities will be scheduling appointments and your main contact when you call into the Issaquah office. When you come and visit us, she will help ensure that you feel welcome and comfortable.
Having Kelsey and Haley on board will help us continue to increase the quality of service that you are accustomed to. As always, we appreciate the trust and loyalty that you have in working with us. We also greatly appreciate the referrals and introductions many of you have made over this last year, that have allowed us to add these great new team members and strengthen our already exceptional staff.
To learn more about Kelsey and Haley, please visit
Please join me in welcoming Kelsey and Haley to the Triad Financial Strategies Team!