Who We Are

Tricia Smith FPQPTM

Wealth Coordinator

Tricia graduated from Xavier University in 2000 with a Bachelor of Liberal Arts degree. Since then she has worked in roles of increasing responsibility in the client services field at such companies as Fidelity, Lincoln Financial, and most recently at a local Registered Investment Advisory Firm.She has been a Financial Paraplanner Qualified Professional (FPQP TM , formerly Registered Paraplanner RP®) since 2010. Tricia joined Wealthquest in 2016.

Tricia is married and has two sons. In her free time, she enjoys quilting, reading and spending time with her family.

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Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
$5,000 - $350,000

Pay Separately

$350,000 - $2,500,000
> $2,500,000