Delivering comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Triad Advisors Registered Representative – Required Disclosures: Securities offered through Triad Advisors, LLC. Member FINRA/SIPC. Investment advice offered through Pallas Advisors, LLC, a registered investment advisor. Pallas Capital Advisors is a separate entity from Triad Advisors, LLC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section. Investment advice is only offered to clients or prospective clients where Pallas Capital Advisors, LLC, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors, LLC, unless a client service agreement is in place. Third party posts found on this profile do not reflect the views of Triad Advisors and have not been reviewed as to accuracy or completeness.