Tricia has been counseling high net worth individuals and families, not-for-profits, and corporate clients since 1992. Drawing on the 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, so as 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 is a Registered Investment Advisor Representative. 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, have two children, Nicholas and Nichole. She is actively involved in many community organizations with a focus on youth, education, and mental health. She has completed three marathons and numerous half marathons. In her spare time, she enjoys travel, hiking and the outdoors, and hopes to conquer all 2000 miles of the Appalachian Trail. On weekends, Tricia can be found at her son’s farm, feeding the chickens and gathering eggs.