Vice President, Client Operations
Tricia has been with the firm since May of 2000 serving in client service and operations. Tricia has extensive knowledge in securities, annuities, life insurance and long term care. She is the liaison between our office and many companies and handles a variety of new business, as well as processing service work for our clients. Tricia ensures that the needs of our clients are being satisfied and her aim is to provide excellent customer service and communicate effectively with our clients.