Trish Wellman, CFP

Insurance & Employee benefits

734.513.7370 ext. 107

Trish is British-born; educated primarily in Canada achieving a Master of Arts degree; and later, in the U.S., her Certified Financial Planner® designation together with FINRA securities licenses 6,7,22 and 63. 

She is accomplished in all phases of the personal protection arena with a particular passion for income protection.  She enjoys the interaction with clients; fancies herself a word-smith; and assists advisors with implementing insurance solutions.

Lastly, true to her British heritage, she loves her flower garden as well as her feline children!