Tricia Dowling

Tricia began her financial services career with National Retirement Partners in 2006.  As part of the Mergers and Acquisitions team Tricia was involved in the successful acquisition and integration of over a dozen firms.  She also served as the primary contact for Practice Management and was the liaison between the acquired firms and the broker-dealer, National Retirement Partners Financial. This is where she first began working with Dan Roeske in January 2008.

In December 2008, Tricia was recruited by Dan Roeske to join his firm.  She manages all broker-dealer relations, maintains carrier relationships and establishes new carrier contracts, and assists in client plan design and case processing.

Prior to entering into financial services, Tricia began her career in accounting.  In 1999 she joined Southwest Controls which was a distributor of industrial automation products.  As Accounting Manager, she was involved in maintaining the daily accounting operations, handled manufacturer RMAs, and assisted both the Controller and Operations Manager in special projects.

Tricia resides in Las Vegas NV but splits time in Orange County, CA.