Patrick Rush

Senior Vice President, Retirement and Wealth


Patrick Rush, Senior Vice President, Retirement and Wealth, holds a degree in Financial Markets & Trading from the Illinois Institute of Technology. He also earned his MBA with a concentration in Finance from the Stuart School of Business. Patrick was the recipient of Illinois Tech’s prestigious John J. Schommer Award, presented to alumni who excelled in both leadership and performance as student athletes, and also went on to achieve significant success after graduation.

Patrick is a Certified Financial Planner™ (CFP®), as well as a Chartered Advisor in Philanthropy (CAP®). With more than 25 years of experience in wealth management, Rush is a well-respected veteran within the industry. His 2020 publication, "Gain Big and Give Back," achieved the coveted distinction of becoming an Amazon #1 bestseller, cementing his status as a thought leader within the financial services industry.

Prior to joining OneDigital, Patrick was the Chief Executive Officer and owner of Triad Financial Advisors, which was acquired by OneDigital in 2023. Rush, alongside his team at TFA, consistently garnered an impressive array of accolades for the last decade. Notably, their recent achievements include recognition as the 2023 Forbes Best-In-State Wealth Advisors and placement in the 2023 Barron’s America’s Top Advisor Rankings.

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