Tricia works alongside our Financial Advisors and performs a variety of administrative and clerical duties. She takes great pride in her work and is committed to client satisfaction. Tricia helps manage all client and service provider communications and helps oversee our office operations by assisting in maintaining and coordinating our Advisors’ daily schedules and tasks. Some areas of responsibility include marketing, event planning, and our client relationship management.
When out of the office, Tricia enjoys spending time with family, traveling, crafts, yoga, and reading.
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