Triad Partners, the financial services organization dedicated to helping advisors tap into success, freedom and significance, 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.
Also Read: Zero Networks and Palo Alto Networks Partner to Strengthen Zero Trust Security with Integrated Microsegmentation
“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.”
Source: PRNewswire