Client Advisory

Biography

Trina is an Associate in the Louisville office, where she supports advisors of the Business Tax Team, Data Entry Team, accountants, and signers. She is responsible for properly coding incoming physical and digital data from clients and posting it to their accounts. Once client returns have been processed, Trina communicates with the clients and delivers their returns.

Prior to joining Cerity Partners, Trina served as a Client Service Administrator at ARGI Financial Group. She has spent more than 40 years working in a customer relations capacity, serving customers and clients in a variety of industries.

Outside of work, Trina enjoys vegetable gardening, as well as spending time with her family, dogs, and friends. Additionally, she loves to be outside during the warmer months, hiking and exploring the creek on her property.

Highlights

  • Volunteer for the Ronald McDonald House, serving dinner to families staying at the facility
  • Volunteer for the UPS plane pull campaign raising money for the Special Olympics

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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.