Tricia brings over two decades of experience in the financial services industry to her role at Wealthquest. Prior to joining the team, she held leadership positions at a Registered Investment Advisor (RIA) firm, including Chief Compliance Officer, Director of Operations, and SeniorClient Service Specialist. Her extensive background has equipped her with a deep understanding of industry policies and procedures, along with a strong commitment to delivering exceptional client service.

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Tricia holds a Bachelor of Business Administration in Finance from theUniversity of Kentucky. As a Wealth Coordinator, she combines her operational expertise with outstanding communication skills to provide personalized and attentive support to clients. She is dedicated to elevating the client experience and upholding the highest standards of care and professionalism in every interaction.

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Tricia lives in Northern Kentucky with her husband and three children.Outside of work, she enjoys traveling, reading, spending quality time with friends and family, and cheering on her children at their sporting events and activities.