As Retirement Plan Specialist, Tricia Smith drives the company’s service initiative for 401(k) clients, record keepers and third-party administrators. She brings more than twenty years of financial services and retirement plan experience to Muncaster Financial Group’s team. Tricia graduated from Davidson College with a Bachelor of Arts degree in Economics, and holds the Accredited Investment Fiduciary® (AIF®) designation.
Prior to joining Muncaster Financial, she worked with 401(k) plans across an extensive and varied book of business. Born in Asheville, NC and raised in Greenville, SC, Tricia is a true Carolinas girl who enjoys reading, hiking and spending time with friends and family. She is also a former competitive swimmer and Division I coach, and continues to be a dedicated gym enthusiast.