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Triumph Team

Before we can speak intelligently about the products and services that might be appropriate for you and your family or business, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know our team.

David Clark Hene CFP®

Wealth Management Advisor

Brad L Ledbetter MBA, CLU®, CFP®, RICP®

Wealth Management Advisor

Zach Davis CFP®

Financial Advisor

Randall Ondrusek CFP®, ChFC®

Associate Wealth Management Advisor

Melissa Hicks

Director of Planning and Investment Operations

Serah E Luu

Associate Financial Representative

Bri Kimball

Director of Operations and Client Service

Chelsea Padget

Client Onboarding Specialist