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.

Education

University of South Carolina

Hobbies

Spending time with friends and family
cooking
hiking with my dog