TRIADA ADVISORS - Key Persons
Job Titles:
- Investment Advisor
- Member of the Search Our Team
- Representative
Aaron joined the Triada team with extensive financial services industry experience.
Aaron graduated with a master's in accounting from Butler University and soon after obtained his CPA license. He played Division 1 soccer and baseball. After graduation he began his career with BKD, LLP, one of the top 15 largest public accounting firms in the U.S. Aaron began as an auditor and eventually moved his way up to Merger & Acquisition consulting. Prior to Triada, his most current job was with Mastercard.
Aaron has been married to his wife, Christine, for over 10 years and they have 4 beautiful children; Sophia, Grace, Barrett and Harper. In his free time, he enjoys trail running, watching the Blues and Cardinals and attending/coaching his kid's sporting events. As a family, they enjoy being outside playing sports, hiking and watching movies.
Watch this short video portraying how Aaron is "Always Willing To Go the Extra Mile" for his clients!
Job Titles:
- Investment Advisor
- Member of the Search Our Team
- Representative
Job Titles:
- Client Service Manager
- Member of the Search Our Team
Job Titles:
- Client Service Manager
- Member of the Search Our Team
Job Titles:
- Member of the Search Our Team
- Compliance Advisor
Job Titles:
- Chief Operations Officer
- Member of the Search Our Team
Job Titles:
- Member of the Search Our Team
- Senior Analyst
Khurram Naveed joined Cornerstone Wealth Management in 2017. He is a senior analyst for the Cornerstone Model Wealth Program and is a member of the Investment Policy Committee.
Job Titles:
- Certified Public Accountant
- Member of the Search Our Team
- Co - Owner and Manager of Triada Tax Services LLC
Lee Eggemeyer CPA is co-owner and manager of Triada Tax Services LLC. Lee obtained his accounting degree from Southern Illinois University Carbondale and has extensive industry experience, including 9 years at the St. Louis division of a Fortune 500 company as a cost accountant and assistant controller, as well as over 35 years in public accounting. He is also a former managing partner of Fick, Eggemeyer and Williamson CPA's, with offices in Columbia, IL and St. Louis, MO. In addition to his professional experience, Lee is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society, and is a Beta Alpha Psi (a professional accounting fraternity) alumnus.
Lee has served the community in various ways throughout his adult life, from acting as past congregational president of his church, to director of the Southern Illinois District of the Lutheran Church Missouri Synod. Outside of his faith, Lee served for 12 years as both secretary and president on the Waterloo Community School District #5 School Board. He has also served on the County's Revolving Loan Committee and currently sits on First National Bank of Waterloo's board of directors. He has spoken before numerous groups on small business and tax related issues.
Lee has two married children, four grandchildren, and resides in rural Waterloo with Karen, his wife of 44 years.
Lee Eggemeyer CPA and Triada Tax Services LLC are not affiliated with LPL Financial. You are under no obligation to use their services and may choose any qualified professional to provide tax and/or accounting services.
Job Titles:
- Member of the Search Our Team
- Portfolio Manager
Job Titles:
- Client Service Manager
- Member of the Search Our Team
Job Titles:
- Investment Advisor
- Member of the Search Our Team
- Representative