Financial planning and beyond

Meeting in a office

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

TeamSpring22

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • richard-payne

    Richard Payne

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • NC
    • NJ
    • NY
    • OH
    • OR
    • RI
    • SC
    • TX
    • VA
    • WA
    • WI

    Rick is the leader of our investment and retirement planning strategies. With 25+ years of experience, Rick incorporates asset protection and planning into our unique strategy development. Rick actively supports the Green Beret Foundation – Cincinnati Chapter. A resident of Finneytown, with his wife Kimberly, Rick is working on his golf game and enjoys time with his dogs. He has served as an Elder of his church and was a past member / President of the Finneytown Schools Board of Education. Majoring in economics and mathematics, Rick graduated from Indiana University. He earned his Masters in Business Administration from the University of Michigan.

          8044 Montgomery Road
          Cincinnati, OH 45236
        • andy-conrad

          Andy Conrad

          Senior Wealth Strategy Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • HI
          • IL
          • IN
          • KY
          • LA
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NJ
          • NY
          • OH
          • OR
          • RI
          • SC
          • TX
          • VA
          • WA
          • WI

          Andy joined the Triad Group in January of 2019. He leverages his 14 years of experience to bolster our Financial Planning process. He and Rick collaborate to develop unique strategies for our clients by delivering Personalized Financial and Retirement Income plans, utilizing professional portfolio managers, and incorporating multiple points of view from their combined nearly 40 years of experience in the financial industry. Having clients who trust us enough to include us in not just their financial decisions, but most of their major life decisions is what motivates and energizes Andy. Andy lives in Florence, Kentucky with his wife Kelly, 2 Great Danes and a cat. He spends most of his time outside of work trying to improve his golf game, playing soccer or reading. He actively supports the ALZ Allstars, a local fundraising group for the Alzheimer’s Association, in the fight to develop a cure to Alzheimer’s. He graduated from Francis Marion University (South Carolina) with a BA in Finance.

                8044 Montgomery Road
                Suite 100W
                Cincinnati, OH 45236
              • michelle-westendorf

                Michelle Westendorf

                Client Associate

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                  Michelle is the most recent addition to the Triad Group.  She previously worked in Client Services and was a Personal Banker at Fifth Third Bank.  She has a drive to help others and is excited to serve our clients. Michelle is the point person of the team and likely will be the one to answer your calls and be the first team member to greet you in the office. Some of Michelle’s administrative responsibilities are to process documents, moving money and opening accounts for our clients. Michelle was born in Cincinnati but grew up in Wilmington, NC.  She moved back to Cincinnati in 2017 and currently lives in the Norwood area.  In her free time, she loves to walk her dog, discover the Cincinnati scene, and play disc golf.

                        8044 Montgomery Road
                        Suite 100W
                        Cincinnati, OH 45236

                      Selecting retirement savings plans

                      Retirement planning

                      Retirement planning

                      Multigenerational planning

                      Multigenerational planning

                      How do you plan confidently for the retirement you want?

                      Start by building a strategy based on the resources and needs over the course of your life.

                      Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

                      Backed by the strength of UBS

                      A global leader in wealth management

                      $2.8 trillion

                      In invested assets globally 
                      As of 06/30/2022

                      51 countries

                      Our global footprint

                      Global leader

                      UBS is a world-leading wealth manager

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