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

NAPFA Start Date

March 10, 2020

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This Office

PO Box 1610 Flat Rock, NC 28731-1610 Phone: (228) 200-8195

Other Offices

PO Box 3311 Gulfport, MS 39505 Phone: (228) 200-8195