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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.
Best piece of financial advice received:
“Happiness is not by chance, but by choice.” – Jim Rohn
Favorite TV show:
What motivates you:
Making a difference in people’s lives
Place you’d most like to visit: