For more than 30 years, Tricia has worked at the forefront of wealth management leadership, serving as COO, CCO, consultant, and strategic advisor across RIAs, hybrid firms, family offices, and broker-dealer enterprises. She's advised 85+ firms across corporate, hybrid, and independent models, helping leadership teams design scalable infrastructure and intentional growth strategies.
She is the author of The Dance to Independence and co-author of Beyond the Broker, frameworks developed to support advisors building resilient, well-structured enterprises.
Tricia is so proud to serve alongside leaders who refuse to accept that someone’s circumstances determine their future. She's had the privilege of seeing firsthand what happens when people are given hope, practical skills, and someone who believes in them. Lives truly change.