Trisha serves as a Client Service Specialist supporting both the operations and marketing departments. Prior to joining the firm, she gained valuable experience at a large financial institution but ultimately felt drawn to the personalized, client-focused environment of a boutique firm.
She holds a B.A. in Economics with a minor in Psychological Sciences from the University of California, Irvine. Trisha’s passion for wealth management is fueled by her commitment to helping individuals gain financial clarity and achieve long-term stability through thoughtful planning. She has a strong interest in the behavioral side of finance, particularly where psychology intersects with financial decision-making. Trisha has earned the Securities Industry Essentials (SIE) certification and designation as a Financial Paraplanner Qualified Professional (FPQP®) which focuses on financial planning, including ethics, tax, retirement, and insurance. She is currently preparing for the Series 7 and Series 66 licenses.
Outside of her professional pursuits, Trisha enjoys enjoys spending time with friends and family as well as traveling to new places. She lives a very active lifestyle which includes running, hiking, yoga, pilates, and playing golf.
Trisha is an assistant to registered representatives who offer securities and investment advisory services through Osaic Wealth, Inc., member FINRA/SIPC. *Not registered with Osaic Wealth, Inc.