Our Team

Actually, at TriCapital Financial Group, what you’ll find is not so much our team as it is your team.  You won’t be funneled into a "one-size-fits-all" financial management plan; you won’t be pushed toward certain investments.  Instead, you’ll find a team of competent professionals who are first concerned with getting to know you.

Working as a team, we can more capably assess your needs and manage your investment and financial plans, no matter how things change over time.

At TriCapital, all financial advisors are required to be Certified Financial Planners. Financial advisors are trained to look at the whole picture. Without a detailed, coordinated financial plan you run the risk of undermining good decisions in certain areas with bad decisions in others. We will ensure that the many aspects of a financial plan are addressed with equal importance.

Would you like to meet the people who contribute their knowledge and experience to your team? (Click on OUR PEOPLE.)

In the end, we believe our success will be measured by the degree to which you achieve your financial goals.