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Tricia Kollath, CFP®, CPA, CSLP®

Tricia Kollath, CFP®, CPA, CSLP®

Department Manager

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  • Timeline

  • About me

    Partner at Inspired Financial Planners, LLC

  • Education

    • University of South Alabama

      2010 - 2012
      Bachelor of Science (B.S.) Accounting

    • University of South Alabama

      2006 - 2009
      Bachelor of Science (B.S.) Finance

    • Harrison Central High School

      -

  • Experience

    • Barnes & Noble

      Jun 2003 - Jan 2008
      Department Manager

    • Olive Garden

      Nov 2007 - Jan 2012
      Server

    • Scottrade

      Mar 2008 - Aug 2012
      Intern

    • DailyAccess Corporation

      Aug 2012 - Apr 2014
      Funds Specialist

    • AVL WealthCare, LLC

      Apr 2014 - Feb 2018
      Portfolio Manager

    • The Cornerstone Group, LLC

      Mar 2018 - Apr 2019
      Paraplanner

    • Clark Asset Management, LLC

      Apr 2019 - Jan 2020
      Trading & Portfolio Management

    • Inspired Financial Planners

      Jun 2019 - now
      Partner

  • Licenses & Certifications

    • Certified Public Accountant (CPA)

      MS State Board of Public Accountancy
      Jan 2023

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2019

    • Certified Student Loan Professional

      CSLP Board of Standards
      May 2020