Trisha made the decision to follow this career path early in her life and has dedicated herself to it for more than two decades. She graduated summa cum laude from the University of Wisconsin at Whitewater with a degree in finance and an emphasis in financial planning and immediately began working with a local financial planning firm.
Never complacent, Trisha went on to complete the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER® professional and has been granted the right to use the title by the CFP® Board of Standards. After completing the certification exam, Trisha was recruited by the CFP® Board to assist with exam questions, review, and development as a subject matter expert. She went on to serve on the CFP® Council on Examinations and was its chairperson in 2014.
Trisha has been affiliated with Commonwealth Financial Network®, an award-winning independent broker/dealer, since 2000. This association has proven invaluable to Trisha and her clients, as she believes Commonwealth provides her with unparalleled support without any directives as to what services to provide or investments to use.
In addition to being a CFP®, Trisha holds FINRA Series 7 and 63 securities registrations and is an Investment Adviser Representative through Commonwealth. As an Investment Adviser Representative, she has the flexibility to customize her relationship with each client to the model that fits them individually—whether that be a fee-based consulting or wealth management arrangement or a traditional commission-based structure. Trisha also holds her life, health, and disability insurance licenses.
Trisha lives with her husband, Zach, and sons, James and Samuel, in rural Wisconsin. She enjoys outdoor activities and spends most of her personal time cheering her sons on, and occasionally coaching, as they play sports. She has a passion for traveling and is almost always planning some future trip.