FINANCIAL PROFESSIONALS

Russ McMillan – President

Russ McMillan has been providing sound financial strategies on income tax reduction and tax-deferred growth strategies since 1992. Now, as founder and president of TRIAD Wealth, Russ helps individuals manage and maximize their personal wealth potential using Guardian’s wealth organizational tool referred to as The Living Balance Sheet®. The Living Balance Sheet® system is based on sound economic principals, and is being used by business owners, executives, celebrities, retirees and other wealthy individuals across the country. Russ has become a well respected wealth accumulation specialist in his field helping his clients to more effectively utilize their current financial assets to maximize their full financial potential with less risk.

Russ has become a part of a growing group of financial professionals who do not believe in how financial strategies are being taught to the general public. Consequently, he has dedicated himself to teaching the principles of economics to his clients and its potential effect on his client’s lives.

Russ has been happily married to his wife, Linda since 1979 and they have one son, Garrett. They have lived in Saint Louis for over 30 years and enjoys world travel, great food, riding his Harley-Davidson and spending time with family.

Registered Representative of Park Avenue Securities LLC (PAS), OSJ: 625 Maryville Centre Drive, Suite 100, St. Louis, MO 63141, 314-800-1155. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. TRIAD Wealth Systems is not an affiliate or subsidiary of PAS or Guardian. Authorized User of The Living Balance Sheet® CA Insurance License #0D04449
PAS is a member FINRA, SIPC. www.finra.org

Check the background of our investment professionals on FINRA’S BrokerCheck

Garrett McMillan – Vice President

Garrett McMillan became a principal with TRIAD Wealth in 2009. He believes that building strong relationships through proactive communication and mutual trust is the only way to grow a successful business. By placing emphasis on closely understanding each client’s unique needs and values, Garrett and the TRIAD team develops a full-scale financial plan that seeks to maximize a client’s wealth.

Garrett graduated from the University of Missouri – Saint Louis with a bachelor’s degree in finance. He is Series 7 and Series 66 licensed and his specialties include institutional money management and asset management for retail investors.

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), OSJ: 625 Maryville Centre Drive, Suite 100, St. Louis, MO 63141, 314-800-1155. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  PAS is a wholly-owned subsidiary of Guardian.  TRIAD Wealth Systems is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC. www.finra.org

Check the background of our investment professionals on FINRA’S BrokerCheck

Kevin Koch

Kevin Koch has been an associate of TRIAD Wealth since July of 2010.  Kevin’s focus is centered on helping his clients to more effectively utilize their current financial assets to maximize their full financial potential with less risk. 

Kevin graduated from Northern Illinois University in 1993 and married his high school sweetheart Tracy in 1994.  Kevin and Tracy are originally from Chicago and have lived in Ellisville since 1997. They have one son, Kevin Jr. as well as two daughters, Alyce and Sarah. Kevin and Tracy are active members of Holy Infant Parish in Ballwin. Kevin enjoys singing in the church choir and spending time with family and friends

Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. TRIAD Wealth Systems is not an affiliate or subsidiary of Guardian. 

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