Tricia Smith, FPQP

Wealth Advisor Sr. Associate

“I am excited to be surrounded by a fantastic culture where we collaborate to provide service and financial guidance to our clients. Truepoint’s vibe makes me feel motivated and proud to be a part of the team.”

Tricia’s Story

As a Wealth Advisor Associate, Tricia supports our Wealth Advisors in creating a seamless client experience. In her role, Tricia manages meeting logistics, communicates with clients and fulfills client requests. 

Outside of the office, Tricia enjoys reading, quilting, watching football, and spending time with her husband, children and two German Shepherds. 

Specialties: client service


Xavier University, BS, Liberal Arts & Science


Financial Paraplanner Qualified Professional (FPQP)

Community Involvement (3)

  • Common Thread, Volunteer
  • Matthew 25 Ministries, Volunteer
  • Gorman Heritage Farms, Volunteer

Interested in working with
our team?