Client Advisory

Biography

Tricia is an Associate in the Bardstown office, where she works at the front desk greeting clients and answering phones. She is also responsible for payroll, sales tax and bookkeeping functions for clients as well tracking incoming and outgoing projects.

Prior to joining Cerity Partners, Tricia served as a Receptionist & Business Services Associate at ARGI Financial Group, where she’s worked since 1994 after the various mergers of Blandford & McCubbins CPA’s, Stiles, Carter & Associates, and ARGI. She has experience in bookkeeping, payroll, reception duties, and various other accounting-related office skills.

Connect with Tricia

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.