Client Service Specialist
Trisha believes in truly listening to what the client needs and going above and beyond to make each one feel special. Since moving to California in 2006, she has held positions within retail banking, commercial banking, and private wealth management. Prior to joining Mercer Advisors she worked locally in the private wealth division for First Republic. Trisha earned her Bachelor of Arts in Communication Studies from the University of Iowa and added a graduate degree from the University of Phoenix in 2017. When she is not working you can find her outdoors with her rescue dog, Roxy, or traveling to places like Africa and Thailand. Trisha has a goal to visit all seven continents.