- Bachelor of Arts – William Paterson University
- Series 6, Series 7 and Series 65 Registration
- CES™ Certified Estate & Trust Specialist
With Ela Financial Group since 1991, Trish’s passion is to help empower women financially. Too often women become responsible for their financial lives as a result of a divorce or death of her spouse. This is not the best time to start learning about financial matters. Trish is committed to encourage women to take an active and ongoing role in planning for their financial goals and future. A Certified Estate and Trust Specialist™, she heads up the estate settlement process for all clients of our firm, personally guiding our clients through this difficult time in their lives.
Trish also oversees the regulatory duties for our firm. “I am humbled to serve our clients. I never forget how privileged we are to be invited into their lives to assist them with their financial goals and concerns, throughout life’s stages.” Trish holds a Bachelor’s Degree in Art from William Paterson College in Wayne, NJ and the CES™ designation from the Institute of Business and Finance. A New Jersey native, Trish resides in Wyckoff with her husband Tom, and is Mom to grown son Thomas. She is an avid gardener and runner, having completed her first half marathon in April 2013. She enjoys spending her free time with family and friends in Chatham, Cape Cod