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- Why Summit?
Trish joined Summit in 2010 as a Senior Financial Planner for Summit Financial Strategies, Inc, the personal financial management and tax planning division of Summit Financial Corporation. She brings over twenty years of experience in investment management, research and trading at three major mutual fund companies. For the last ten years, she has focused on individual financial planning and investment education. Trish assists clients with retirement planning, college planning, asset allocation and estate planning, among other goals. Trish is a CERTIFIED FINANCIAL PLANNERTM practitioner, an Investment Adviser Representative with Commonwealth Financial Network and is a member in good standing of the Massachusetts Financial Planning Association.