Tricia began her journey with New York Life in 2017 as a partner at her local Office. As a financial advisor Tricia specializes in providing personal guidance best fitting your needs. While working with Tricia you will develop a comprehensive approach that addresses today’s needs, tomorrows goals, and helps transfer wealth to the next generation. Tricia beleives in planning for the future by making the most of what you have.
Tricia and her husband Scott have 5 sons. They all enjoy working on their family dairy farm, which has brought them closer together.
Marsha began her Journey along Tricia 7 years ago. As an administrative assistant Marsha provides excellent service to our clients building relationships that will last a lifetime. You will find Marsha at the front desk connecting with clients either in person or over the phone.
Marsha and her husband have one daughter. They all enjoy boating and sports. Their favorite sports teams are the Bears, Cubs, and of course the Iowa Hawkeys.