Tricia Winterman

Client Experience Coordinator

Role: Client Experience Coordinator

Joined WPC: 2024

Education: Seton High School

Experience: Worked for most of my career as an Administrative Assistant. 

Family: Married to Rob for 37+ years with three children, Stephanie, Jordan and Allyson and three grandchildren, Aria, Sloane  and Henry.

Activities: Enjoys reading, spending time with family and friends and cheering on her Cincinnati Bengals! Who Dey!

Quote:  I look forward to meeting all the clients and families of Wealth Planning Corporation

Community Involvement: Coached all my children in many of their sporting activities.  Served on many committees at St. Margaret of York, Mount Notre Dame High School and Moeller High School. 

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