Tricia joined HB Wealth in 2003 after spending four years with Ernst & Young. While at E&Y, in addition to becoming a CPA, Tricia led teams within the federal tax consulting group to determine research and development tax credits for major corporations throughout the Southeast. Originally from New Jersey, Tricia earned the Girl Scout Gold Award (equivalent to the Eagle Scout) before attending Indiana University. While in Bloomington, in addition to earning her bachelor’s and master’s degree in accounting, she became an avid college basketball fan.
While Tricia works with a wide range of clients, she has a particular passion for working with women (older, single, widowed, and divorced). Tricia enjoys speaking with groups about the lessons she has learned after years of working with women who have navigated a recent transition and find themselves “suddenly single”. In addition to writing multiple articles for Atlanta Woman magazine, Tricia has given a “Financial Planning 101” presentation to various women’s groups and student groups. Tricia served on the Advisory Board for Visions Anew (a local non-profit that empowered divorcing women to successfully create and achieve a new vision for their lives) for many years and has appeared on the Visions Anew radio show “Divorce Resource.”
Tricia graduated from the Georgia Society of CPAs Leadership Academy in 2007 and served on the Leadership Committee of the Estate and Financial Planning Section. After serving as President for several years, Tricia currently serves on the Advisory Board of ProWIN – a women’s networking group in Atlanta with the mission of “Building Business by Building Relationships.” In addition, Tricia has also served on the March of Dimes Executive Leadership Team. She was the Treasurer for the Atlanta Chapter of the I.U. Alumni Association for 10 years and is an active member of the Buckhead Chapter of P.E.O., a philanthropic education organization. Tricia participated in the annual Breast Cancer multi-day walks for many years and volunteered with Susan G. Komen for the Cure Greater Atlanta chapter. Tricia is a CERTIFIED FINANCIAL PLANNER™ professional. In 2015, she was named to the U.S. 40 Under 40 list of top financial advisers by InvestmentNews for her service to clients, leadership, and contributions to the industry.
Tricia, her husband Nicholas and daughters Gianna and Lucy are active members of the Holy Spirit Catholic Church community in Sandy Springs and enjoy following the New York Yankees and Atlanta Braves. Tricia serves as the “cookie mom” for her daughter’s Girl Scout troop and enjoys working with the girls to develop sales goals, practice sales techniques and ultimately create a financial plan for spending the proceeds generated from the sale on a group activity.
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