Retirement Plan Client Services
Trish has been with the B&E team since 2015 where she started at the front desk as an Office Administrator. Now, Trish assists 401(k) business clients and plan participants with service requests and informational needs in the Retirement Plan Client Service area. “ I love working with each of our clients – from the participants and vendors to Plan contacts. It is making sure each of their requests are completed professionally, patiently, and with their best interest in mind.”
She is married to Erik and has two step-children, Alex and Jackson. They are an on-the-go family that enjoys fishing, sightseeing, and visiting new restaurants.