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 wanted to give her two daughters the “small town” lifestyle. Trish transferred to the Dean Witter Foothills Branch in Salt Lake City which 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 first class service and individual attention to each client’s needs.
Trish is a third generation competitor in the sport of Rodeo. Her two daughters compete on the college level. Trish was born and raised around horses and farm animals and can’t imagine life without them. Her eldest daughter is a student at Utah State pursuing a degree in Equine Veterinarian. Her younger daughter is a student at UVU pursuing a degree in nursing.