Tricia’s experience in the financial planning industry started in 2010 at a large national planning firm before joining CalmWater Financial Group®. She completed the necessary training and exams to become a CERTIFIED FINANCIAL PLANNER ™ Professional in 2021. She also maintains her Series 6 and 63 investment licenses and her life & health insurance licenses. She uses her extreme attention to detail and exceptional customer service to work closely with the Advisors and their clients to deliver comprehensive financial planning solutions. The Advisors 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.
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 several Southern states and enduring one deployment. Jason grew up in Stanton, so they eventually settled in Norfolk to start a family.
Having three young children leaves little free time, but Tricia enjoys boating, fishing and staying active. She and her husband are 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.