Client Service Associate
Tricia's role as the first line of contact is to make sure we meet the daily financial needs of the clients she serves. By providing outstanding service, Tricia allows our advisors to focus on growth opportunities with our existing relationships and work on cultivating new ones. She is driven to help families work toward their financial goals, all while building trusting and mutually beneficial long-term relationships. Tricia is a devoted mom who enjoys cheering on the St. Louis Blues, traveling, and working out. She's also known to make a mean pot of chili!