Trisch is passionate about helping women and families build their financial legacy. Utilizing Investment Management, Income Strategies, and planning tools, she helps women and families build their financial awareness and feel empowered about their futures.
Trisch has over 15 years of industry experience, working various roles that included managing model portfolios, investment and product due diligence, and managing client relationships.
Born in Colorado, she still thinks of herself a “Native” even though she has fallen in love with her adopted state Oklahoma. She has lived here since 2009, building a family with her Husband Thomas and her two beautiful girls, Piper and Paige.
When Trisch isn’t in the office, you can find her on the tennis court, in a spin class, or out in nature! She loves to travel and find new adventures wherever she goes!