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Find a Financial Advisor in Pella, IA

Meet Tricia

 

Tricia De Haan is our Director of Client Services at Carson Wealth. She works closely with each advisor to help ensure the needs of clients are met and offers top-quality service and support to everyone.

A graduate of Dordt College with a degree in Business Administration – Finance, Tricia holds both a Series 7 and Series 66 registrations. She has more than 15 years of experience in the investment and banking industry.

Tricia has two children with her husband, Andrew, and enjoys spending time with her family, camping, riding bikes, playing games, baking and playing the piano. She loves traveling and would one day like to visit Alaska

 

Tricia is a non-producing registered representative of Cetera Advisor Networks, LLC.

Favorite food:

Seafood

Best piece of financial advice received:

Start early!

Favorite Quote:

“Happiness is not by chance, but by choice.” – Jim Rohn

Favorite TV show:

Food Network

What motivates you:

Making a difference in people’s lives

Favorite holiday:

Christmas

Place you’d most like to visit:

Alaska