Tricia Curreri's Linkedin Analytics

While you might not know what retirement looks like, you likely have goals and expectations for your lifestyle, providing for your family and creating a lasting legacy. My personalized approach focuses on creating comfort for your family and helping build a legacy for financial independence and community impact. My life drastically changed when I received a devastating call notifying me that my brother, only 33 years old, was killed after the largest earthquake in over 100 years triggered an avalanche on Mount Everest. Like many people, my brother had not prepared his finances for this incredulous tragedy. My role evolved to manage the finances, charity outreach, legacy planning and overall wellbeing for our family. This intense experience inspired my career and fuels my commitment to partner with my clients and their families for generations. Many of my clients are successful professionals with varying degrees of interest in the process. Whether you are hands on and simply want ideas or if you prefer full management by the firm to free up your time, I leverage my knowledge and practice to provide a comprehensive financial suite matching your needs and desire of involvement. Often, clients share similar concerns in protecting their family and lifestyle, including: • Am I saving enough for retirement? • How much do I leave for my heirs? • How do I create a legacy for causes that I'm passionate about? With my training and education as a Chartered Advisor in Philanthropy® professional, I will help you feel confident and knowledgeable about your options by: • Truly understanding what is most important to you and your family • Building personalized strategies to help you achieve your financial goals for your life and causes that you care most about • Designing ongoing actionable strategies to contribute to your passions My husband, John, and I have two boys, Lincoln and Henry. Together, we love cheering for the St. Louis Cardinals, playing basketball, traveling and spending time at the lake. We look forward to experiencing our family bucket list to visit places like Mount Rushmore, Maldives and Paris! If you are open to growing your network, let's connect via LinkedIn or contact me at [email protected] or 501-228-8868. /*********/ For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.