Patricia Mathias, FPQP
Client Service Specialist
Contact Trish
317.426.8800 Ext. 119 - Office
502.542.9424 - Cell
317.563.0178 - Fax
Patricia Mathias, FPQP
Trish joined the Fi3 team as a Client Service Specialist in the spring of 2023. Her professional experience includes client services and account management within financial services, insurance industries, and hospitality management. She has always enjoyed building relationships with her clients and takes pride in knowing that her clients are well taken care of.
Trish enjoys getting to know her clients and finding ways to help in any way she can. She shows how much she cares through listening to and understanding the needs of others and being focused on the details. Trish has a passion for personal and professional development. She holds the Financial Paraplanner Qualified Professional designation through the College of Financial Planning and Property and Casualty Insurance Licenses for the state of Indiana.
Trish was born outside of Washington DC and grew up in central Kentucky. She earned her bachelor of Business Administration with a focus in business Management from Eastern Kentucky University and now resides in Greenwood with her husband, son, and two dogs. Most weekends are spent cheering on her step kids with their extracurriculars, trying out new restaurants, and spending as much time outside with her friends and family as possible.