Client Services and Marketing
Tricia graduated from Boston University, with a B.S. in Journalism and a B.A. in International Relations, magna cum laude, and received her MBA from The Wharton School, University of Pennsylvania, under full academic scholarship as a Kraft Foods Fellow.
Tricia is pleased to be working with Thomas and the team to assist individuals plan, pursue, and potentially surpass their life and financial goals.
In her spare time, Tricia enjoys spending quality time with her family, doing yoga, traveling, and volunteering for her local alumni organizations and Make-A-Wish Orange County & the Inland Empire.