Inspired Financial Planners is a virtual, fee-only comprehensive financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth.
Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping families advance toward financial independence and meeting their life goals.
On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.”