Meet Tricia
As our team’s Associate Financial Representative, Retirement Plan Services, Tricia is committed to making others feel welcome. She’s always ready to lend a hand or ear, creating a supportive environment for both clients and colleagues. Her self-driven and organized nature ensures she excels in her role while fostering strong relationships.
A graduate of Providence College with a bachelor’s degree in English, Tricia dedicated 25 years to her career at a local Third-Party Administration Firm (TPA). Her experience spans financial administration, loan processing, 401K and retirement plan distributions, regulatory compliance (with expertise in filing Forms 5500 and 5558), client data management, and instrumental support to Plan Administrators to streamline operations.
Outside of work, Tricia cherishes her time with her husband, daughter, and their playful Labrador retriever. Sundays are special for family gatherings over home-cooked dinners, and Tricia enjoys leisurely rounds of golf with her loved ones during her free time.
