Three generations of advice, one client at a time.

As a 3rd generation financial advisor, with over 26 years of experience, Tricia has helped clients address their financial concerns and develop individual strategies for each of their specific needs. She has dedicated her career to delivering the personalized investment planning services her clients deserve and prides herself with exceptional problem solving, decision making and listening skills. She believes in building relationships for the long term, guiding her clients through each stage of their financial season – Building Wealth, Protecting & Preserving Wealth, and finally, Wealth Transfer.

Tricia is a Financial Advisor who has covered the towns of Cheshire, North Haven, Hamden and Wallingford over the last 12 years. She holds her series 7, 63, & 65 registrations, qualifying her both as a securities agent and an investment advisor representative. She currently resides in Middletown, with her husband, Joe and 5 children. In her free time, she enjoys attending concerts and theater, cooking, and taking walks with her 2 dogs, Jax & Dakota.