Trish Bauman


I've always loved meeting, working, and helping clients make educated decisions. Our team is vested in understanding the areas of your financial strategies that resonate with you and what you are trying to accomplish in a given season of your life. We spend time providing you the context you need to choose the best path in each of those areas and help coordinate the execution and ongoing  of your financial strategies. I am fortunate to be married to my loving husband Wayde and blessed with two busy boys, Britt-3 and Bear - 1. When I get spare time, I love being with friends and family, golfing, canning, watching movies, riding horse and just being home!