Orem, UT Office

Sara Lewis is a financial advisor with Triad Wealth Partners, LLC, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Momentum Wealth, Fidelity Investments, and Primerica Advisors. She also has experience outside finance, including work at Utah Valley Hospital and involvement with Cactus and Tropicals. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm employs a strategic asset allocation approach with access to third-party managers, model portfolios, and discretionary portfolio management tailored to client objectives.

Jon Brown is a financial advisor with Triad Wealth Partners, LLC in Orem, UT, holding a Series 65 designation and one year of industry experience. Prior to joining Triad, he worked at Coppell Advisory Solutions, Momentum Wealth, Stonebriar Wealth, and CMND LLC. In addition to his advisory role, he is involved in insurance sales and services through Sempre Avanti, LLC, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

John Clement is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 registration and previously worked for Utah Community Credit Union for 15 years. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm’s model-driven investment process focuses on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.

Jason Goold is a financial advisor at Triad Wealth Partners, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Fidelity Investments for 10 years. Outside of his advisory role, he is also involved in insurance sales and services through SEMPARE AVANTI, LLC DBA Momentum Wealth, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment approach with diversified portfolios and offers sub-advisory management, operational support, and financial planning services.