ADVISORS

   – PRINCIPLES

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 Systems, 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 : 1716 Hidden Creek Ct., Ste 250, Town & Country, MO 63131, 314-800-1155. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, 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®
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 Systems 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.


 

Kevin Koch

Kevin Koch has been an associate of TRIAD Wealth Systems 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. He does this with the assistance of Guardian’s wealth organizational tool called The Living Balance Sheet®.

The Living Balance Sheet® platform is based on a proven model and sound economic principals, and is being used by business owners, executives, celebrities, retirees and other wealthy individuals across the country.

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. Authorized User of The Living Balance Sheet®

Important Information

Securities products offered through Park Avenue Securities LLC (PAS), member FINRASIPC.  OSJ: 1716 Hidden Creek Ct., Ste 250, Town & Country, MO 63131, 314-800-1155. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  TRIAD Wealth Systems is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general public use. By providing this material, TRIAD Wealth Systems is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian

Garrett McMillan is not authorized to use The Living Balance Sheet®.

Important Disclosures

2018-58556 exp 06/2020