Tricia has been counseling high net worth individuals and families, not-for-profits, and corporate clients since 1992. Drawing on her experience of being part of a family-run business, Tricia provides comprehensive wealth management advice to multi-generational clients. She helps clients identify and achieve their most meaningful financial goals by developing and executing appropriate strategies on their behalf. She strives to make their financial future as easy and secure as possible.
Tricia received her bachelor’s degree from Indiana University, Bloomington, and joined Baird following a four-year career in regional sales with a Fortune 500 company. She completed the Securities Industry Institute® course of study at the Wharton School at the University of Pennsylvania in 2003. She has earned Certified Investment Management Analyst (CIMA®), Certified Financial Planner professional (CFP®) and Certified Private Wealth Advisor (CPWA®) designations.
Tricia and her husband, Jeff, are actively involved in many community organizations with a focus on youth, education, and mental health. Together they enjoy traveling with their family, spending time with good friends, and the challenge of conquering all 2000 miles of the Appalachian Trail.