Trish has over 30 years of experience in the financial services industry. With a strong commitment to client relationships she handles day-to-day service needs, including account maintenance, money movement, and on-going communication. Trish works closely with legacy clients, helping to ensure requests are handled efficiently and with care and that communication remains clear and consistent.
Education and Credentials:
- Bachelor’s degree in Finance, Iowa State University
- FINRA Series 7 Securities licensed
- Insurance licensed
