Triad Partners Appoints New CTO and COO to Drive Innovation and Growth

Strategic leadership hires reinforce firm's commitment to innovation, excellence and sustained growth

LAWRENCE, Kan., March 12, 2025 /PRNewswire/ -- Triad Partners ("Triad"), the financial services organization dedicated to helping advisors tap into success, freedom and significance, today announced the appointment of Quin Kilgore as chief technology officer (CTO) and Jessica Daniels as chief operating officer (COO). These key leadership hires underscore Triad's continued investment in innovation and operational scalability to enhance its member experience.

A seasoned leader with over a decade of experience, Kilgore joined Triad to spearhead the development of Triad's proprietary technology and its product strategy. In his new role, he will oversee platform development, internal infrastructure and innovation. Working in conjunction with Triad Wealth Partners, the wealth management affiliate of Triad, Kilgore will build out a seamless integration between Triad's wealth management and insurance divisions, creating a unified technological experience that enhances efficiency and comprehensive planning across the entire organization.

Prior to joining Triad, Kilgore spent 11 years at Carson Group, responsible for expanding the company's technology infrastructure. As head of technology, he led a team that developed proprietary platforms, helping advisors to streamline workflows and enhance data aggregation. His leadership helped improve operational efficiency and reduce administrative burdens for advisors, allowing them to focus more on client relationships. Before joining Carson, Kilgore spent three years at Orion Advisor Services, assisting financial firms in effectively utilizing the Orion portfolio accounting solutions offering.

"Triad is at a pivotal juncture—ready to scale rapidly and build technology that transforms the advisor experience," said Kilgore. "My goal is to unify wealth management and insurance technology, creating a seamless, AI-driven platform that makes data more actionable, workflows more intuitive and advisors more efficient. This is an opportunity to innovate at a speed rarely seen in this industry, and I couldn't be more excited to be part of it."

"At Triad, we believe advisors shouldn't have to choose between building a thriving business and living a fulfilling life—they can have both," added Brad Johnson, co-founder of Triad Partners. "Quin's ability to bridge technology, data and advisor experience aligns with our efforts to provide a next-level platform where advisors thrive. We are confident his expertise will help us build a smarter, more connected ecosystem that empowers our members to achieve both business success and personal freedom."

In addition to Kilgore's appointment, Triad has named Jessica Daniels as COO. In this capacity, Daniels will oversee Triad's day-to-day operations, helping to ensure that the organization scales efficiently while maintaining its reputation for high-touch advisor support. With almost two decades' combined experience in wealth management and insurance, she is poised to streamline processes, improve cross-functional collaboration and implement scalable systems that support Triad's continued growth.

"Jessica's operational expertise will be transformative in bringing our vision to life," said Shawn Sparks, co-founder of Triad Partners. "With her leadership, we'll continue to scale in a way that strengthens our culture, enhances operational excellence and supports our members in ways that go beyond business—it's about building a life of freedom and significance."

By adding Kilgore and Daniels to its leadership team, Triad is doubling down on its commitment to innovation and advisor empowerment. To learn more about how Triad Partners is reshaping the future for modern financial advisors, please visit its website.

About Triad Partners
Triad Partners, founded in 2020, is a leading field marketing organization dedicated to transforming the way financial advisors approach their businesses by embracing a "Do Business. Do Life." mentality. As a business development company, Triad provides advisors with the resources, tools and support they need to achieve limitless growth and personal freedom, while focusing on aligning their lives with their values and aspirations—not just scaling a business. Through thoughtfully designed programs, financial advisors gain the knowledge and strategies to elevate their businesses, reclaim their time and prioritize what truly matters. By empowering its members to grow with purpose and balance, Triad Partners helps them build a future defined by freedom, happiness and the ability to thrive both professionally and personally.

About Triad Wealth Partners
Triad Wealth Partners is a financial services company empowering advisors to build businesses of significance through a robust platform offering investment management, financial planning, operations and compliance support and practice management solutions. It serves as a trusted partner within a passionate community of growth-minded professionals that provides an innovative platform that catapults advisor business growth and reinvigorates advisor-led teams while serving their clients at the highest level. To learn more, visit www.triadwealthpartners.com. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser.

Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.

MEDIA CONTACT:

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Mercedes Barba
[email protected]
909-973-3250

Ben Marx
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609-712-6550

SOURCE Triad Partners