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 and Lincoln Financial.  She has been a Financial Paraplanner Qualified Professional (FPQP TM , formerly Registered Paraplanner RP®) since 2010. Tricia joined Wealthquest in 2016.

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

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