Trisha Tezlaff, C(k)P®, CPFA®, AIF®

401(k) and Employee Benefits Specialist

Domicile State: WI

Trisha, a lifelong resident of the Fox River Valley, earned her Masters Degree from Viterbo College in 1997.

In 2008, she transitioned from teaching high school Spanish to teaching money and finance to her clients. She takes an educational approach to working with participants, business owners and individuals.

Trisha focuses on helping her clients create an environment for financial success.  Striving to attract and retain workforce Trisha helps business owners through employee benefits, retirement plans and unique employee retention offerings.  Offering business planning, she helps business owners evaluate and grow their company.

Trisha and her husband Mark are active members of their church. They have three adult daughters Emily, Eliana and Elizabeth.

The family enjoys hanging out in the northwoods; hiking, boating and riding the snowmobile and ATV trails.

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Phone Call: 920-428-5708
Mobile Phone Text: 920-632-6154