Trisha L. Brown, CPA, CFP^®, MBA

Back-office Brainiac

Trisha joined CPP in 2012. She spearheads financial plan preparation and tax coordination for all our clients and is our resident systems expert. Her corporate background gives her the authority to whip the rest of the team into shape as need be. She is the reason anything gets done around here.

Trisha earned a bachelor’s degree from William & Mary, an MBA from Northwestern University, and is a Certified Public Accountant as well as a CFP^® certificant. She previously worked as an auditor at accounting firm PricewaterhouseCoopers for 11 years and holds FINRA Series 7 and 66 licenses.

Outside of work, Trisha enjoys running, traveling, and spending time with her husband and three children.

Place I’d move to in a heartbeat: Spain, where I studied in college

Go-to foods: Cheese, bread, and chocolate

Most anticipated family tradition: Annual “Top Chef” cooking competition

Check the background of investment professionals on FINRA’s BrokerCheck.

Trisha L. Brown is acting in an administrative capacity and not authorized to offer securities or investment advice.