Tricia has been in the financial planning industry since 2010. She uses her unparalleled (some would say slightly obsessive) attention to detail and exceptional customer service to work closely with the Advisors and their clients to deliver comprehensive financial solutions. Her “work husbands” appreciate her extensive follow through ensuring no part of their clients’ financial plan is forgotten. She enjoys the challenge of unravelling complex financial situations, but tries to keep the office mood light with her “dry” sense of humor. She maintains Series 6 and 63 investment licenses and also has her life & health insurance licenses.
Tricia grew up in Iowa and earned a Bachelor’s degree in Business from Iowa State University. After marrying her husband, Jason, who was in the United States Air Force at the time, they lived the nomadic military life for several years, bouncing around through several Southern states and enduring one deployment. Tricia and Jason, who grew up in Stanton, eventually settled in Norfolk to start a family.
Having three young children leaves little, if any, free time, but Tricia enjoys boating, fishing and volleyball. She and her husband are very involved in their kids’ school and church, serving on fundraising committees and various councils. Her favorite place to relax is on their dock in Canada with a good book and a Jack and Coke!
How can we create financial confidence for you?
Calmwater Financial Group puts People First, using a clearly defined Process to give you greater clarity and confidence. Because of our independence, you also have access to a wider variety of non-proprietary Solutions, which support a Plan designed specifically for you and your loved ones.