Certified Financial Planner(CFP®)
Trisha Qualy has been working in the financial services industry for over a decade. She is passionate about helping advisors grow and improve their businesses. Incorporating technology, marketing, and strategic planning into advisors’ practices are some of her focuses, so that advisors can spend more time with their clients.
Trisha graduated from the University of Minnesota and she is a CERTIFIED FINANCIAL PLANNER (CFP®). She also completed the Investment Adviser Certified Compliance Professional (IACCP®) program through the National Regulatory Services organization. Trisha holds Series 7 and 66 licenses.