Trish retired in January 2015 after 38 years as a financial services professional. During her career, she taught countless insurance professionals and their clients about how to incorporate investments into their insurance, financial and estate plans.
From there, she established her own financial services company, building clientele through seminar marketing to major corporations, and by helping clients create clear and meaningful financial strategies for life. Trish served as Branch Manager and Registered Principal for three major investment firms during her career and supervised the investment activities over 25 registered representatives during that time.
Trish was, and continues to be, known and respected for building strong relationships built on trust and integrity.
Patricia N. HannaCFP BOARD EMERITUS®, Retired
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