Trish was born and raised in Las Vegas, NV where she began her career in the Financial Services Industry in 1988 with Dean Witter as a Receptionist. A short 6 months later she was promoted to Client Service Associate. In 1997 Trish became Series 7 Licensed and was promoted to Senior Service Associate where she assisted one of the top Financial Advisors. In 2000 Trish moved her family from Las Vegas to Payson, Utah. She transferred to the Dean Witter Foothills Branch in Salt Lake City which later became Morgan Stanley. There she assisted a top Financial Advisor for 8 years. In 2009 she became the Complex Service Manager for Morgan Stanley Smith Barney. She was responsible for all operational issues within 6 individual offices throughout the state of Utah. Also managed approximately 60 support staff members. Trish joined Raymond James Financial Services in 2012 as the Assistant Branch Manager of the Draper, Utah location.
Trish’s responsibilities include managerial duties as well as customer service. She brings over 30 years of experience to the team. Her goal is to provide our clients with quality service and individual attention to each client’s needs.
Trish is a third-generation competitor in the sport of Rodeo. She raised two beautiful daughters that carried on this family tradition as well. In 2018 Trish was blessed with her first grandchild. Trish’s favorite pastimes are her horses, camping, fishing, UTV adventures and of course, spoiling her grandson.