

Trisha Rowansi
Client service associate
Trisha joined the team in August 2024 as a Client Service Associate. With a strong background in client service, she has honed her skills through various roles, including retail, front desk, and banking. Her dedication to providing exceptional customer service makes her an invaluable asset to our team. Trisha is passionate about helping clients achieve their financial goals and is committed to providing personalized support and guidance.
Trisha balances her professional growth with hobbies like reading, exploring true crime stories, staying active, and hiking in the great outdoors. She is also a budding traveler, excited to discover new places and cultures along the way.