As Client Relationship Coordinator, Trisha coordinates our broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas. She especially enjoys getting to know our clients and takes pride in building strong relationships with the team at Allen Wealth Management while they pursue their financial goals.
Trisha began her career with our company in 2003 as a licensed health and life insurance salesperson and customer service representative in our Insured Benefits Division. In 2006, Trisha was promoted to lead Financial Assistant and Broker-Dealer Coordinator, working closely with company President J. Michael Pierce.
She loves spending time with her daughter and two grandchildren as well as painting, reading and spending time in the Maine outdoors.