Tricia Stone brings a wealth of marketing expertise to her role as Account Director at Marketing Wiz, boasting 15 years of experience in the field, including a strong focus on the financial services industry. Throughout her career, Tricia has worked closely with RIAs, broker-dealers, and wirehouses, honing her skills in managing relationships, devising and executing marketing strategies, and developing successful marketing campaigns. With experience in both the financial services sector and the marketing agency realm, she possesses a diverse skill set that uniquely qualifies her to lead our team and meet the needs of our clients.

Tricia holds a Bachelor of Arts in Business Administration and Management from Western State College of Colorado and a Master of Science in Marketing from the University of Colorado at Denver.

As a forward-thinking strategist, Tricia is constantly exploring innovative ways to achieve objectives, fulfill stakeholder expectations, and optimize revenue and expense targets. Tricia resides in Westminster, Colorado, with her family, and they enjoy making the most of the great outdoors. You can often find Tricia running from one sporting event to another, cheering on her children and embracing life’s little adventures.