Tricia provides a comprehensive advisory solutions approach,
primarily to retirees and their families. A focused commitment to
matching suitable investments to individual client needs has been a
successful formula for the previous 35 years. Establishing trust and
maintaining open communication with clients is the foundation for
building deep and loyal advisory relationships. In today’s volatile
financial markets, it is extremely important to select a financial
advisor who is working with your best interests at heart.
Investment philosophy
Tricia utilizes a three-step approach, personalized according to your particular
needs, that encompasses retirement income planning, asset allocation and
investment selection. She believes the most effective way to capitalize on
today’s market trends is to be diversified across a broad range of asset classes,
which typically include stock, bonds, cash for liquidity needs and, selectively,
alternative investments. Tax minimization is also an important consideration.
Tricia’s philosophy generally emphasizes investing for the long haul over multiyear
time horizons. Too often people want instant gratification, which can be
a sure way to set yourself up for disappointment. A patient, well-conceived
strategy is vital for building and protecting wealth.
Wealth management approach
Tricia’s approach integrates your objectives into a personalized plan that can
be updated as life changes occur. She combines sophisticated investment
planning tools with professional resources to help match your objectives with
customized solutions. The process includes:
- Understanding your financial objectives — Tricia begins by listening to understand you and your financial objectives.
- Gathering your current financial information — Together, we gather specific information on your financial picture.
- Developing smart, time-tested strategies — Next, your financial and personal information is analyzed to match your objectives with personalized strategies.
- Implementing thoughtful and creative solutions — Customized solutions tailored to your objectives are developed, drawing from a wide selection of world-class products and services.
- Providing professional service and resources — Tricia helps you review your financial picture in light of changing circumstances both personal and market-driven.
Qualifications
Tricia received a Bachelor of Science degree from the University of Utah. Before
making a successful transition to RBC Wealth Management more than a decade
ago, she spent approximately 20 years with a major Wall Street firm. The
decision to change was based on Tricia’s desire to be in a more personalized,
client-focused environment. The backing of one of the strongest financial
institutions in North America was also an important consideration. For the
majority of her career, Tricia was a partner in a large team focused on high-net-worth
individuals. Together, they oversaw $270 million in assets with growth
coming largely through referrals.
Tricia’s community activities have included being a member of the Scripps
Hospital Advisory Council, serving on the Pacific South Coast Chapter board
of the National Multiple Sclerosis Society, coaching boys and girls high school
tennis at Santa Fe Christian School and being a board member in charge of
education at the Barbara Sinatra Children’s Center. Also, she was a columnist
for the Desert Sun newspaper and involved in leadership positions for her
sorority alumnae group. A sports enthusiast, Tricia loves competing in tennis
and deep sea fishing tournaments.
She has been married to her husband, Rick, for 44 years. They have a 20-yearold
son, Blake, and their oldest son, Robert, will be in their hearts forever since
passing in 2019.
