Investment Planning, Wealth Management
Coordinator
Camden
Direct: 207-230-5841
Fax: 207-230-5884
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Trisha has been with Allen Financial since 2003. She started with our company as a licensed customer service representative in our benefits division and was promoted to lead financial assistant, working with company President J. Michael Pierce. As a broker-dealer coordinator, Trisha coordinates our broker/dealer activities through Commonwealth Financial Network and provides direct client service in the financial and retirement planning areas.
Trisha has her state of Maine life and health insurance license.
She loves spending time with her daughter and two grandchildren and enjoying the Maine outdoors.