Trisha Lavoie | Administrative Assistant

Trisha joined Axiom Advisors in December 2016 as an Administrative Assistant to both Brian Conway and David Wheat. She is one of the first people you will get to know when working with our team.  She manages Brian and David’s schedules and assists in setting up all new clients.  Trisha also coordinates all client planning activity and assists Brian with the financial planning process.  Trisha loves spending long weekends in Maine with her husband Ray, daughters Jessica and Molly and their rambunctious Collie named Leo.  In her spare time she enjoys volunteering at Laurel Place Assisted Living and raising awareness for Alzheimer’s.

Contact Trisha for scheduling, plan input and to report material changes that will impact your plan.