About Us
Tribox Private Wealth is a mindset we instill in our clients, helping them shift their relationship with money.
- They maintain at least one year’s worth of cash for the unexpected,
- They ensure all protection planning is in place, and
- They approach investments from a solid foundation knowing that life’s unexpected events or economic downturns will not derail the lifestyle they have worked so hard to build.
THE FRAMEWORK
Elite Wealth Builder
It is an unconventional method to systematically guide an individual or couple through a process of unlocking sustainable wealth and creating the life of their dreams. This gasified, metric-based system proves that wealth can be built and retained regardless of the economic climate or unexpected personal events.
What started as the founder’s desire to learn how to make money, keep money, grow money, and teach others how to do the same, launched him into a 25-plus year career helping his clients do precisely what he learned to do for himself.
Through the creation of The Triboxer Method and The Elite Wealth map, Tribox Wealth has helped countless couples and individuals.
The components of the ELITE Wealth Builder include:
- Employee Benefits
- Lending and Liabilities
- Investments and Insurance
- Taxes
- Estate Planning, Education, Emergencies, Everything Else
Our Business is Personal
The success and wealth accumulation of our clients is personal to us. Over the course of our careers, we have worked with people from all walks of life through complex situations. Through empathetic leadership, transparency, and clear communication, we help them obtain financial clarity and stay focused on solidifying their financial foundations.
At Tribox Private Wealth, our team strives to empower clients to be proactive, remain engaged, and understand the principles that drive their wealth.
Our Core Beliefs
We are fully engaged in our relationships with our clients offering personalized service and attention. We strive to act in our client's best interest, which is why we have found these pillars are critical to preserving and building sustainable wealth.
Tribox | Core Pillar #1
Manage
Cash
We believe every client should have at least one year of cash to deal with life’s unexpected events.
Tribox | Core Pillar #2
Value Protection
We believe it is prudent to have protection in place to seek to minimize the financial impact of unexpected wealth and health events.
Tribox | Core Pillar #3
Seek to Maximize Investment
We believe a client who has done all they could to protect their fortune, have a lot more confidence and clarity when making investments decisions.
Meet the Tribox Team
John A. Rojas, Chairman and CEO of Tribox Private Wealth, LLC., has been in business for over 25 years. Twenty years ago, the company began focusing on helping clients build a work-optional lifestyle.
As an educator, John has taught hundreds of seminars and workshops on retirement planning, cash-flow management, estate planning, investment theory, and wealth creation and protection. Each year, he has successfully guided his clients into retirement and has helped them make changes as economic shifts have occurred during their retirement years. He is a knowledgeable speaker who can communicate complex concepts in a light-hearted and comical manner, utilizing stories to help his clients learn.
After serving three years in the Army, John was honored for his work on the optics for the Hubble Space Telescope at Coastal Optical Systems. John earned a bachelor’s degree from Palm Beach Atlantic University in Organizational Management.
A continuous student, he has achieved the following designations: Certified Financial Planner™ and Certified Financial Divorce Analyst.
When he is not helping clients, John focuses on his passions of boating, surfing, working out, and spending time with his wife and two kids.
As a Wealth Manager of Tribox Private Wealth, Alex focuses on building financial plans and investment strategies for our clients. He draws on close to 10 years of financial planning and wealth management experience.
Alex received his bachelor’s degree in business from UCF in 2009 and moved back to South Florida where he earned an MBA from Nova Southeastern University in 2015.
Alex is a lifelong student who currently holds his Series 7 through LPL, and the Series 66 license through LPL and NewEdge Advisors, and Insurance licenses. In addition to obtaining his MBA and bachelor’s degree, he earned his Certified Financial Planner™ (CFP®) designation and his Certified Divorce Financial Analyst™ (CDFA®) designation.
Alex is a 3rd generation native of South Florida and out of the office, he can usually be found enjoying the outdoors, traveling, working out, or trying to render some semblance of a golfer.
Mike Lader is a seasoned financial advisor at Tribox Private Wealth, renowned for his diverse background that spans military service, aviation, and finance. An alumnus of the University of Tampa, Mike’s educational journey set the stage for a multifaceted career.
Serving 28 years in the United States Air Force, Mike achieved the rank of Lieutenant Colonel. His military tenure instilled in him the values of discipline and strategic foresight, qualities that would later prove invaluable in his financial advisory role. Following his distinguished service, he transitioned into a career in aviation, where he excelled as a commercial pilot. This experience in navigating complex systems and making critical decisions under pressure provided a solid foundation for his subsequent career in finance.
Mike’s foray into the financial sector began at Edward Jones, where he honed his skills for 17 years. His approach to financial planning is enriched by his varied experiences, allowing him to offer unique insights and tailored strategies to his clients.
On a personal note, Mike has been married to Chris for 24 years and is a proud father of two children. Cassie, his daughter, is currently studying at Valencia College in Orlando, while his son, Riley, is pursuing his passion for aviation in flight school.
At Tribox Private Wealth, Mike leverages his extensive experience from the military, aviation, and finance to provide comprehensive and personalized financial advice. His commitment to guiding his clients through their financial journeys mirrors the precision and dedication he has consistently demonstrated in every aspect of his life.
As Practice Manager of Tribox Private Wealth, Lesley focuses on building meaningful client relationships through effective communication and excellent client service experience.
Lesley holds her Series 7 through LPL and 66 licenses through LPL and NewEdge Advisors and her insurance and annuity license. In addition, she obtained her Chartered Retirement Planning Counselor (CRPC©) designation in 2016. She holds a Bachelor of Applied Science in Supervision and Management.
Lesley moved to Florida from Indianapolis after selling her successful cookie businesses in 2005. She began her career in finance by joining John Rojas at AG Edwards & Sons in 2007. She resides in Palm Beach Gardens with her fiance, Jason, and their two fur babies. Lesley enjoys traveling, running, pottery, and making crochet animals.
Always thinking of our online social media presence and how to build it, Johnny looks for ways to add a fresh young man’s perspective to our practice so that our client’s children and grandchildren become excited about building their own wealth.
In addition to attending college at Palm Beach State University, Johnny is responsible for managing client workflows, confirming, and setting appointments, and generating financial reports for upcoming meetings.
He was born at Jupiter Medical hospital and has remained in the area since. When not in school, studying, or at work, he enjoys spending time with his friends, going to car shows, working out, and spending time with his family.
Dayna helps us maintain the dedicated and focused service we provide to our clients. Coming from a background in mortgages, she possesses extreme attention to detail, planning, and punctuality. She always strives to go the extra mile. Her outgoing personality enables her to easily talk to anyone and have meaningful conversations with our clients.
Dayna joined our team in July 2022. She has an education in event planning and has put on many successful events around Palm Beach County.
Dayna was born and raised in Jupiter, Florida where she currently still lives raising her two children and taking an active role in the community, volunteering at her children’s school, and participating in local charities and events. In her free time, she enjoys trail riding, being outdoors with her children, and on rare occasions – deep into a great book.
Alex Goss
CEO, Founder
Neil Turner
CEO, Founder
Jeff Cutler
President
Will Brand, CRCP®
Chief Compliance Officer
Ryan Geschke
Director of Investments
Erin Corbett
Director of Finance & Human Capital
Jenny Kurz
Marketing Coordinator
LPL Financial
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.
