Trisha started working with Donnelly & Associates in 2010. She has thirty years of combined experience in Banking, Bank Compliance and Financial Services industries. She holds licensing for FINRA Series 6, 63 with Securities America, Life Insurance (CA Insurance License #0B21705), and Long Term Care, and is a Registered Notary. When she is not assisting clients Trisha likes to sew, do crafts, and travel with her husband, Bill.
BRANCH OFFICE: 4145 Clares Street, Suite H, Capitola, CA 95010