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.