Patricia is a vice president and senior retirement plan consultant for CBIZ Retirement Plan Services. Tricia works with plan sponsors to help them meet their organization’s retirement plan goals. She implements The CBIZ RPS Fiduciary Risk Manager™, a process established to help plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. She provides consulting services to private and public companies, as well as not-for-profit organizations.
Tricia enjoys weekend trips with her spouse and spending time with their grown children. Tricia particularly enjoys spending time with her granddaughter.