As a Chartered Retirement Planning Specialist, Trish has enjoyed 27 years working with individuals, doctors and other business owners providing financial and estate liquidity strategies as well as business valuation and succession planning. A member of Women in Defense (WID), Women in Pensions Network (WIPN), Gainesville Chamber of Commerce and Economic Development Council and former board member of the Senior Gainesville Women’s Club.
Residing in Gainesville Florida for over 25 years, Trish enjoys spending time with her 9 grandchildren – proud 5 are adopted siblings – and feels blessed to work with the Florida Horse Protection Agency for over 20 years in providing a home for rescued horses and an animal lover.
Licensed in Florida, Georgia, Iowa and Texas with her 63, 65, 66, health, life and variable insurance licenses as well as a Florida Real Estate License. Available for investment planning in all states. Trish is dedicated to putting client’s “best interest first” and foremost. The Unified Financial Planners team are experienced, financial risk management educational speakers offering personalized goal based investment strategies.