Our Team

Tricia L. Tripp, CPA, CFP®, President, Lead Financial Planner, Registered Principal, and Chief Compliance Officer

Tricia continues the proud tradition of Tripp Financial Consultants started by her father. For over twenty years, Tricia has helped guide the important financial decisions for the families, small businesses, and institutions that are the firm’s clients. Tricia’s unique emphasis on client focused service, her attention to detail, and specialized knowledge of retirement and estate planning set her apart as one of Raymond James® Financial Services, Inc’s uniquely qualified Financial Advisors.
 
Tricia is a graduate of James Madison University where she earned a Bachelor's Degree with dual majors in finance and accounting. She became a Certified Financial Planner® (CFP®) in 1998 and a Certified Public Accountant (CPA) in 1999. Tricia is a member of the Maryland Society of Accountants (MSA) and the Financial Services Institute (FSI). She loves animals, especially horses and dogs, and spends her free time on her farm and volunteering for Pony Club. 
 

 

 

 

Rachel B. Kelly, Registered  Assistant

Rachel is a senior member of the financial planning team. Rachel obtained her Series 7 General Securities Representative License in February 2021. She maintains client databases, processes reports and documents, handles client communications, and schedules appointments.
 
Rachel is a Maryland native, but has also lived in Ohio and Texas. Outside of the office, Rachel is a hockey lover (Go CAPS), cares for her one-eyed horse, loves playing with her dog, and spends time with family and friends.

 

 

 

 

Brianna R. Rivera, Client Service Assistant                                                                              

Brianna is a member of the financial planning team.  She assists with all aspects of the financial planning process - updates client databases, processes reports and documents for client meetings, handles client communications, and schedules appointments for our clients.
 
Brianna’s previous career was as a legal assistant in an estate planning and probate law practice, so she is experienced with the financial planning aspects of estate planning. Originally from New Jersey, Brianna has now lived in Maryland for more than 10 years.  When not at work, she enjoys football, movies, and impromptu road trips with her husband.

 

 

 

 

Kelly L. Crabtree, Client Service Assistant

Kelly is a member of the financial planning team. She assists with all aspects of the financial planning process – generating reports and documents for clients, processing client communications, and scheduling appointments.
 
Kelly is new to financial planning. She has worked in retail for the past few years, but was a preschool teacher prior to that. Outside of work, Kelly loves going to classic car shows, practicing archery and spending time with family and friends, especially her son, Bryce.