Tricia is a Certified Public Accountant and series 65 licensee that specializes in retirees, business owners, trusts, and estates. She earned her Bachelor’s in Accounting from Mount St. Mary’s University and is an active member of the Financial Planning Association (FPA) and American Institute of Certified Public Accountants (AICPA). Tricia has over ten years of experience in tax and advisory services. She seamlessly integrates tax and financial planning to help clients save both time and money. Tricia serves as the Chief Operating Officer for the firm.
Outside of work Tricia enjoys painting, drawing and camping with her family.