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Tricia Hoffman

Client Services

Tricia is our Administrative Assistant. Tricia helps manage all client and service provider communications and helps oversee our office operations by helping maintain and coordinate our Advisors daily schedules and tasks. Some areas of responsibility include marketing, event planning, and our client relationship management.

Outside of the office, Tricia is a volunteer yoga instructor with the Boys and Girls Club. She also enjoys spending time with her family, yoga, running, golf and reading.

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