Tricia is a highly accomplished financial expert with a unique blend of qualifications. Holding the titles of Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional, she has cultivated her expertise in catering to retirees, business owners, trusts, and estates. Tricia's journey began with a Bachelor's degree in Accounting from Mount St. Mary’s University, and since then, she has been a dedicated member of both the Financial Planning Association (FPA) and the American Institute of Certified Public Accountants (AICPA).
With a wealth of experience spanning over a decade in the fields of tax and advisory services, Tricia adeptly merges her knowledge in tax intricacies with comprehensive financial planning, providing clients with efficient solutions that save both time and money. Her role as Chief Operating Officer at the firm reflects her leadership and strategic contributions to its success.
Beyond her professional life, Tricia embraces a rich and creative personal life. She finds joy in painting and drawing, using her artistic talents to unwind and express herself. When she's not pursuing her artistic endeavors, Tricia cherishes quality family time through camping adventures that create lasting memories.