Tricia Kollath (Certified Student Loan Professional, CFP®, CPA)


Tricia Kollath focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
NAPFA Start Date
March 10, 2020