As a Client Associate in the Appleton office, Trisha is committed to providing excellent account support to the advisor and his clients. In addition to assisting clients, Trisha excels at organization and attention to detail.
Trisha’s experience in the financial industry includes positions in customer service, operations and compliance, lending, and management. She received her bachelor’s degree in organizational administration from the University of Wisconsin Oshkosh in 2010. Her past work experience, along with her degree, have provided her with the tools to be successful working with clients in the financial industry and at Innovative Retirement Associates.