Trisha’s role as an Administrative Assistant helps the office operate as seamlessly as possible. Trisha is quick to lend a hand to anyone on the team, but primarily provides support for our Audit Team by preparing financial statements and assisting in special projects. Trisha enjoys having a variety of responsibilities, such as processing tax returns and assisting clients with their tax document requirements. With over 25 years of administrative experience in the financial industry, she appreciates the problem-solving nature of her role and coming up with more effective solutions. Trisha is an alumnus from the Braxton Business School, and enjoys crafting and interior design, as well as vacationing in Wrightsville Beach, NC.
What “In Your Shoes” Means to Me
“Being ‘In Your Shoes’ is to provide superior customer service to clients and staff. Always striving to be one step ahead and prepared to help in any office situation or client’s needs. In the Financial Industry, many clients have become just a ‘number’. We strive to treat you like a friend and ‘walk in your shoes’ in achieving your goals.”