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About Tricia

 

Tricia joined Boston Retirement Group in February 2021. She brings over 14 years of experience in financial services guiding clients on a path to their goals through thoughtful, personalized financial planning and sound investment management.

As part of the team, Tricia works closely with clients to understand what keeps them up at night so she can provide them with a financial plan tailored to their specific needs. She is dedicated to helping clients feel confident and secure as they plan for their financial future.

Tricia is a CERTIFIED FINANCIAL PLANNER™ and focuses on wealth accumulation and retirement lifestyle planning. Prior to joining Boston Retirement Group, Tricia spent the last 8 years of her career as a Senior Financial Advisor in Wealth Services at Enterprise Bank in Lowell, MA. Prior to that, she was a Financial Advisor with Ameriprise Financial.

Tricia earned her Bachelor of Science in Finance from the Isenberg School of Management at the University of Massachusetts Amherst. She is a native from Westford, MA and lives with her husband, Nathan, in Malden. She loves to play golf and softball in her spare time, as well as travel and cook with her husband.

 

Email Tricia

 

Favorite Food

Spaghetti and Meatballs

Best piece of financial advice received

Remember to pay yourself first and save something from every paycheck.

Favorite quote

“Never let the fear of striking out keep you from playing the game.”– Babe Ruth

Favorite holiday

Christmas

Place you’d like to visit most

Italy

Something on your bucket list

Skydive