Tricia offers consultative financial strategies to clients, with concentrations among physicians, business owners and women. She has been advising clients how to navigate retirement decisions for more than 20 years. She is focused on helping individuals and families through major financial transitions in their lives. She is licensed as a Life and Health Insurance Agent in Texas and holds Series 7 and 66 FINRA registrations.
In addition to her successful career, Tricia has made an impact on people’s lives with her dedicated volunteer efforts in the Fort Worth community. She is active in various organizations, having served on the boards of the Ronald McDonald House and the Samaritan House. She is currently on the board of The Parenting Center and serving as board president of the Aledo Education Foundation.
Tricia enjoys providing insight into building a successful wealth planning through speaking to various Fort Worth area groups. She frequently teaches the next generation of business leaders as a guest lecturer at the Neeley School of Business and the Women’s Studies program at Texas Christian University. Tricia also speaks to investment clubs in and around Tarrant County.
Of all of her achievements and honors, Tricia is most proud of her family, including her husband and their five kids.