Trisha Nadeau, FPQP®, RFC®
Director of Operations
Trish has been an integral part of the team for over 11 years now. She is currently the office manager and a strategic and supportive partner for each of our clients. Her focus is on helping clients every step of the way. She successfully provides a positive customer experience and creates long-term positive working relationships. Trish has also earned the FPQP designation, requiring a rigorous examination that covers all aspects of financial planning, from securities analysis to retirement planning. Prior to her current position, Trish spent seven years as the Marketing Coordinator.