With 25 years in the industry, Tricee has experience in everything from back-office and admin operations to her current role as a Registered Representative. In this role, she establishes and maintains client relationships to help individuals implement a plan to meet their investment objectives. In addition, she provides personalized guidance and sound investment advice to help clients achieve a financially secure future.

Tricee treats her clients with compassion and prioritizes understanding and listening to her clients’ goals. She approaches financial planning as a team effort, encouraging clients to do their part by exercising the fiscal discipline to set aside their hard-earned money today and build security for tomorrow. She also provides portfolio monitoring, helping clients through the inevitable ups and downs of the markets by keeping an eye on long-term goals and objectives.

When she isn’t in the office, Tricee can often be found spending time with her family, fitting in plenty of playtime with her grandbabies. She is also a member of OOMA (Old Orcutt Merchants Association) and proud to be a resident of Orcutt since 1987.

Licenses: 

FINRA:
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Series 66 – Uniform Combined State Law

California Department of Insurance:
Variable Contracts
Life-Only
Accident and Health