Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted advisor.
Before coming to Flashpoint Financial Services, Trish served in several roles in her financial advising and banking career. It was then that she truly understood how creating, documenting and executing a financial strategy can create positive effects for her neighbors in the community. With a passion for helping others create and walk a financial path customized to their needs and desires for their lives, she took the leap to Flashpoint Financial Services where she saw the tools, resources and client-centric approach that would help her realize my vision for helping others.
Trish has a passion for helping those who feel fearful of investments or money matters to become empowered to understand how it all works in non-technical terms. When fear and misunderstanding are gone, we are free to make the best long-term choices to achieve our goals, whatever they may be. She strives to make sure all clients feel heard and understood, and treat every person with respect, without judgment and with a sincere and heartfelt interest in your story and dreams for the future.
Trish and her team creates customized strategies, regularly review and adjust with her clients as markets and goals change, and partners with them throughout their lives to stay on track. Regardless of whether a client has complex wealth management and estate needs, is saving for a child's education, just retired or just started saving, She is there to help.
My story includes a wonderful husband, Ray and five children, two cats and call home in Dripping Springs. They enjoy traveling, kayaking, scuba diving, paddle boarding, fishing, reading, playing tennis and antiquing.