Our Associates

Trisha Tetzlaff

C(k)P®, CPFA, AIF®

Trisha Tetzlaff believes that life is a wonderful journey—and preparation is what makes it possible to enjoy the ride. With over 15 years of experience in financial services and 13 years in public education, Trisha combines her passion for teaching with her commitment to helping others build lasting financial confidence.

She works with entrepreneurs, their employees, women, and families to help them become strong, informed decision-makers. Her goal is to help empower clients with the knowledge and tools they need to create financial security today, tomorrow, and for the future. Trisha’s approach is rooted in education, collaboration, and a genuine desire to help others achieve success through every stage of life.

Main areas of Focus
  • Business Planning
  • Financial Education & Literacy
  • Financial Planning
  • Wealth Management
18+Years Experience
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Licenses

Series 6, Series 7, Series 26, Series 63, Series 65, SIE

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