The goals of Triad Personal Paperwork Services are to

• Provide excellent service to our clients
• Allow senior clients to live independently longer
• Provide a trusted source of information and education about all things financial

The company was formed in 2016 as a formal offshoot of daily money management work being done for a senior family member who was starting to make financial mistakes and forgetting to pay bills.  In discussing this role with others it became obvious that there are many others who may be in the same boat in the future and will want some help.  Friends have talked about finding themselves trying to raise their own families while at the same time trying to help senior family members. They do not have time to do money management for both themselves and their senior family member and keep up with the rest of their life.

Triad Personal Paperwork Services is headquartered in Chadds Ford, Pennsylvania.

Thomas Lapp is a Certified Daily Money Manager® who brings a lifetime of logical thinking, attention to detail, and problem-solving to helping individuals and families manage their everyday finances.

With Bachelor’s and Master’s degrees in Electrical Engineering and nearly 30 years of experience in Information Technology and project management, Thomas is comfortable tackling complex details and using technology to make financial tasks more organized and manageable. His long-standing interest in investing also gives him a practical understanding of the financial accounts many families have.

Outside of work, he enjoys astronomy, and gardening with his wife.

• Member of the American Association of Daily Money Managers (AADMM).  He thus follows the principles found in the association's Standards of Practice and abides by the Code of Ethics.
• Coordinator of the AADMM Brandywine regional group (2019- )
• Member of the AADMM Editorial Committee (2019 - )
• Member of Chester County Net-Care group (2018 - )
• Member of New Castle County MAPS group (2018 - )
• Member and web manager of Delaware Senior Resource Network (2019 - )
• Member of test committee for AADMM's redesigned website (2019)