Tricia is an industry veteran, having been in the financial services industry since 1999. She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and her Certified Private Wealth Advisor (CPWA®) designation from the Investments & Wealth Institute.  She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families.  Tricia enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances.  She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy.  This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.

Tricia grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German. She minored in International Studies because of her love of travel.  She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community.  Tricia is the immediate past chair of the Boulder County Estate Planning Council and was a board member of ArtReach. Currently, she is an Associate Board Member of Alliance for Choice in Education (ACE) and a member of the Rocky Mountain Tri Club.  In her free time, she enjoys riding her bike, trail running and reading.

• President, Boulder County Estate Planning Counsel
• Senior Law Planning Committee Member
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Divorce Financial Analyst (CDFA®)
• Certified Private Wealth Advisor (CPWA®)

• Luther College

• Accredited Estate Planner, National Association of Estate Planners & Councils
• Boulder County Estate Planning Council, President
• Associate Board Member of Alliance for Choice in Education (ACE)
• Rocky Mountain Triathon Club
• We Ride 4 Cycling Club

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