As an Edward Jones financial advisor, Tricia believes it’s important to invest her time in understanding what clients are working toward before they invest their money. She also believes it’s essential to understand each client’s comfort level with risk, so it can be balanced with the steps necessary to help achieve long-term goals.

Whether clients are planning for retirement, saving for college for children or grandchildren, or protecting the financial future of the people they care about most, Tricia works closely with them to develop personalized strategies designed to support their goals. She also monitors progress over time to help keep plans on track.