Insurance Strategies, Charitable Giving, Retirement Strategies, Retirement Income Planning, Financial Education
English
Tricia prides herself in helping people make financial decisions to help create a successful, financial future. She understands that no two clients are alike and offers personalized, comprehensive financial strategies for individuals and families. As a Financial Advisor, she helps clients with their financial needs, and helps to ensure they are on track for success.
Tricia graduated from the University of South Carolina with a Bachelor of Science degree in Economics and Ballet Performance/Choreography. Before her career in financial services, she was a professional ballet dancer, performing and teaching ballet in the Philadelphia area. While working with new clients, she understands that each client has a different situation and unique financial goal and offers financial recommendations in an easy-to-understand manner. She currently resides in Philadelphia and enjoys spending time with family, cooking, and hiking with her dog.
I am licensed to sell insurance Pennsylvania, New Jersey, and South Carolina, and securities in Pennsylvania.
CRN202408-767763
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University of South Carolina
Spending time with friends and family
cooking
hiking with my dog