Patrick Rush, CERTIFIED FINANCIAL PLANNER™ professional since 2002, is the principal of Triad Financial Advisors. He has been providing financial planning and investment advice since 1998. Prior to joining TFA, Patrick was a vice president and senior financial advisor with Merrill Lynch in Greensboro and subsequently became the president of Independent Wealth Management. In 2012, Independent Wealth Management merged with Triad Financial Advisors providing TFA with future growth opportunities and continuous stability for its clients.
Patrick has a passion for teaching and promoting financial education. He authored Retirement 101, and has been teaching as an adjunct instructor at Guilford College since 2007. Patrick believes that managing wealth is more than a matter of portfolio construction, but rather a continuous and evolving process that changes with personal needs and goals. He strives to provide simplicity, clarity and discipline to achieve each individual's distinct financial objectives.
Patrick resides in Greensboro, N.C. with his wife, Christina, their daughter, Havana, and twin sons, Walker and Quincy.