Focus

Through making personal connections, Tricia strives to help clients achieve the goals that are important to them and their families.

Background and experience

With over 15 years of financial service experience, Tricia dedicates her time to working with clients and their families to ensure their financial well-being with care and compassion.  Guiding clients through their life stages as well as providing education and advice to the next generation of investors is a focus of her practice.

Tricia earned her bachelor’s degree at Rowan University in 2007.  The following year, she began her career as a client associate with Wachovia Securities, a predecessor firm of Wells Fargo Advisors.  In 2013, Tricia became a registered securities representative after passing the FINRA Series 7 exam and furthered her qualifications by completing the FINRA Series 66 exam in 2014. Each exam required finishing an approved educational training program, passing examinations and meeting ongoing requirements.  Tricia’s career started during the financial crisis of 2008, and she has extensive experience throughout major shifts in financial markets.

She is also very well versed in estate investment planning topics and has regularly assisted clients with complicated estates, helping to ensure that assets are distributed quickly and efficiently as possible.

Away from the office

Tricia and her husband Nick both grew in Cape May County and were married in Avalon, where they met, in 2011. They are the proud parents of two boys, Brayden and Logan who are both active in youth sports with ice hockey being a favorite. Tricia and Nick often make trips back to the shore to reconnect with family and friends. They also love to go on vacations and small family getaways as much as possible.