We Work Directly with You or Through Your Existing Advisor
For over three decades, the TriAlpha Capital team of professionals have lead projects for clients in business succession, executive benefits, and strategic corporate and personal financial management.
Our clients come first in all that we do.
Leadership
David Veatch, CLU*
Jacob Bosacki, JD, FSRI
Jacob Bosacki, JD, FSRI
Dave manages our institutional and wholesale team. He has 35 years of experience providing financial guidance to clients. Dave works directly with clients or through existing advisor referrals.
Jacob Bosacki, JD, FSRI
Jacob Bosacki, JD, FSRI
Jacob Bosacki, JD, FSRI
Jake leads our corporate programs and executive benefits team. He is an expert in business owner planning and executive benefits. Jake works directly with clients or through existing advisor referral.
Kevin Veatch
Jacob Bosacki, JD, FSRI
Kevin Veatch
Kevin leads our analytics and brokerage team. He is a financial products professional. Kevin works directly with clients or through existing advisor referrals.