Strategies
 

Russ McMillan

   

Russ McMillan

russ_mcmillan@triadwealth.com

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Russ McMillan has been providing sound financial advice 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 a proven system referred to as The Living Balance Sheet®. The Living Balance Sheet® system 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. Russ has become a recognized expert in 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 planning is being taught to the general public. Consequently, he has dedicated himself to teaching the principals of economics to his clients and its potential effect on his clients lives.

Russ has been happily married to his wife, Linda since 1979 and they have one son, Garrett. They have lived in Chesterfield, Missouri for 24 years and enjoy world travel, great food, the outdoors and spending time with their families.


Registered Representative of Park Avenue Securities LLC (PAS), 7 Hanover Square, New York, NY 10004. Securities products and services offered through PAS, 1.888.600.4667. 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.
PAS is a member FINRA, SIPC. www.finra.org


Garrett McMillan

   

Garrett McMillan

garrett_mcmillan@triadwealth.com

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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 best maximizes a client's wealth.

Garrett graduated from the University of Missouri with a bachelor's degree in finance in 2011. He is Series 7 and Series 66 licensed and his specialties include institutional money management and asset management for retail investors.
 
 
 
 
 
 

 

 

 

 

 

 

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