Triumph Financial Group

Please join us in congratulating Brad Ledbetter, David Hene, and Zach Davis on being recognized on the 2026 Forbes Best-in-State Top Financial Security Professionals list.

This recognition reflects more than individual achievement. It represents years of commitment to serving business owners and professionals through thoughtful, integrated planning. Brad, David, and Zach each bring different perspectives and expertise, but they share one philosophy: the best outcomes come from working together to help clients make confident financial decisions through every stage of life.

This recognition is also a reflection of the incredible Triumph Financial team that supports our partners every day. From planning and operations to client service, every member of our team plays an important role in delivering the experience our clients have come to expect.

Most importantly, thank you to our clients. Your trust is the reason we have the opportunity to do the work we love, and we don't take that responsibility lightly.

Congratulations, Brad, David, and Zach, on this well-deserved honor.

Ranking published July 2026. Data as of December 31 of the previous year. No compensation was provided for the ranking. Licensing fees apply to use the Forbes logo.

Please join us in wishing Emily Tolbert a very happy birthday!

We’re thankful to have Emily as part of the Triumph Financial team and appreciate all she does throughout the year. We hope she gets to spend the day enjoying her favorite things and making memories with family and friends.

Happy Birthday, Emily!

Tariffs and inflation remain in focus as the Fed weighs its next move. Northwestern Mutual Wealth Management CIO Brent Schutte explains what this could mean for markets. http://spr.ly/6187BEaWx9

Do you find yourself feeling like you’re never doing enough? Alfonso Ribeiro—host of “Dancing With the Stars” and “America’s Funniest Home Videos” and father of four—shares advice on how to balance life’s demands and put your energy where it matters in this exclusive Northwestern Mutual virtual event. Join us! http://spr.ly/6184BD090q

The halfway point of the year is a great time to check in on your financial goals.

Has your budget kept pace with your priorities? Have your spending habits changed? Are there any adjustments that could help you finish the year stronger?

A mid-year budget review isn't about perfection. It's about making thoughtful changes that keep your financial plan aligned with what matters most.

If you're ready to revisit your financial strategy, the team at Triumph Financial is here to help.

Markets may be starting to broaden beyond the AI stocks that have led much of the recent rally. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why diversification remains important as leadership shifts and volatility risks linger. http://spr.ly/6188BEcbG8

Today we're celebrating Ashley Haydel and her 5 years in the industry.

Ashley brings a thoughtful approach to every challenge and thrives in the fast-paced nature of her role as Director of Risk Operations. Her dedication and problem-solving abilities help make our team stronger every day.

Congratulations on five years, Ashley. We're grateful to have you on the Triumph Financial team.

Estate planning is often thought of as creating documents, but there's another important piece of the process.

A strong estate plan also includes choosing the right people to carry out your wishes. Whether it's making financial decisions, overseeing assets, or helping care for loved ones, these roles can have a lasting impact on your family and your legacy.

Taking the time to thoughtfully consider who you trust with these responsibilities is an important part of creating a plan that reflects your goals and values.

If it's been a while since you've reviewed your estate plan, or you're just getting started, the team at Triumph Financial is here to help you think through how estate planning fits into your broader financial strategy.

The labor market appears to have regained its footing, shifting the focus back to inflation. This week's commentary examines why persistent price pressures—not slowing employment—may be the bigger risk for markets in the second half of 2026. http://spr.ly/6184BEpMOq

Meet Blake Gunderson, our newest Ensemble Affiliate at Triumph Financial.

Blake serves as Managing Director of Northwestern Mutual's Rockwall office and has been helping clients achieve financial clarity since joining Northwestern Mutual in 2012.

A Rockwall native, Blake graduated from Rockwall Heath High School before attending the University of Arkansas, where he played football and earned his degree in Business Management.
Outside of work, Blake enjoys spending time with his wife, Casey, his high school sweetheart, and their two boys, Owen and Tate.

We're excited to welcome Blake to the Triumph Financial team and look forward to the experience, perspective, and commitment he brings as we continue helping business owners and professionals create financial clarity for themselves, their families, and their futures.