Patricia A. Collins, CLU, ChFC

With over 30 years of experience, Patricia, or Tricia, as she is known by friends and family, began her career as a financial advisor after graduating from St. Bonaventure University. Right away Tricia began work on obtaining two professional designations from the American College, one pertaining to insurance and the other to financial planning. Tricia holds the titles of Certified Life Underwriter and Charted Financial Consultant.

 Not long after achieving the CLU and ChFC, she earned a Series 24 General Securities Principal registration held through LPL Finalcial and has since served as Upstate Professional Planning Services Principal, performing supervisory and compliance duties. Tricia is also a past president of the Rochester Chapter Society for Financial Services Professionals. Her practice is comprised of an eclectic group of individuals and businesses, whom she considers friends as well as clients.

 Tricia's ultimate goal is to provide her clients with the most beneficial and constructive approach to planning for the future as well as the present. She will provide coherent answers to all financial questions. Tricia believes that in order to have the most profitable outcomes and adequate solutions, clients and advisors must create a trusting and positive relationship.

 Tricia resides in Pittsford and has successfully raised a daughter who is living and working in New York City.