Senior Vice President–Wealth Management
Financial Advisor
Patricia "Trish" is an industry veteran, having been in the financial services industry since 1999. She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and her Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute. She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families. Trish enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances. She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy. This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.
Trish grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German. She minored in International Studies because of her love of travel. She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community. In her free time, she enjoys riding her bikes, trail running, playing with her English pointer puppies, baking chocolate chip cookies and reading.
CA insurance license 0H32840, MN insurance license 20566430
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Patricia "Trish" is an industry veteran, having been in the financial services industry since 1999. She has earned the designation of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and her Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute. She works in collaboration with her team and clients to create comprehensive and long-term wealth management strategies. Her expertise in the financial planning process forges trust and reassurance with clients and families. Trish enjoys spending time educating her clients and providing them with clear insights and a complete picture of their financial circumstances. She does this using a defined process that breaks down clients' goals into three parts: Liquidity, Longevity and Legacy. This approach actively engages individuals in the planning process to help bring clarity to the complexities of investing.
Trish grew up in Minnesota and graduated from Luther College in Iowa with a double major in Business Management and German. She minored in International Studies because of her love of travel. She has been a proud Colorado resident since 2005 and enjoys volunteering and being active in her community. In her free time, she enjoys riding her bikes, trail running, playing with her English pointer puppies, baking chocolate chip cookies and reading.
CA insurance license 0H32840, MN insurance license 20566430
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Planning Associate
Connor is a dedicated wealth management professional who specializes in financial planning. Recently entering the industry, he is committed to helping clients achieve their financial goals by providing personalized strategies and expert guidance. With a strong foundation in financial planning, Connor is passionate about building long-term relationships and delivering tailored solutions to meet each client’s unique needs.
After growing up in the Dallas and Northwest Chicago areas, Connor graduated from Colorado State University where he majored in finance and financial planning. In his free time, you can find him running, golfing, hiking, and skiing.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Planning Associate
Connor is a dedicated wealth management professional who specializes in financial planning. Recently entering the industry, he is committed to helping clients achieve their financial goals by providing personalized strategies and expert guidance. With a strong foundation in financial planning, Connor is passionate about building long-term relationships and delivering tailored solutions to meet each client’s unique needs.
After growing up in the Dallas and Northwest Chicago areas, Connor graduated from Colorado State University where he majored in finance and financial planning. In his free time, you can find him running, golfing, hiking, and skiing.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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