Tricia advises the Mailey Rogers Group’s highly accomplished business owners and affluent families on the matters and challenges success and wealth often bring.
Her background is steeped in the family enterprise experience accumulated over her multi-faceted career as a tax practitioner, a trusted advisor in the insurance industry and in directing a wealth planning practice in the investment industry. Tricia’s work reflects her ability to consider issues from a multitude of perspectives gained from these past experiences.
Working closely with Kim Mailey, Tricia has developed a great understanding of the complex issues facing many affluent Mailey Rogers Group families and successful entrepreneurs. She is essential to the growth and evolution of the team.