Trish Roth is the Director of Client Services at Sirius Wealth Management and has been a valued member of the firm for over 19 years. She plays a vital role in ensuring every client’s experience is seamless, accurate, and handled with care from start to finish.
Trish oversees account setup and ongoing maintenance, client documentation, compliance coordination, and internal processes to ensure the firm operates efficiently and aligns with regulatory requirements. Her attention to detail, consistency, and dedication provides clients with confidence that their financial matters are managed thoughtfully and professionally.
Trish’s previous employment has included positions in the areas of Financial Planning, Debt Management and Consolidation, Insurance, Human Resources & Employee Benefits, Recruitment, Office Management, Customer Relations, Banking and Real Estate.
Some of the organizations that she actively participates in are the MS-Walk, Holy Infant Women’s Club, SPENSA, Holy Infant Business Network, St. Vincent de Paul Society, Angel Corps, and the Susan G. Komen Race For The Cure.
Trish resides in Ballwin, MO with her husband Mike and their five daughters, Hannah (24), Mackenzie (21), Allison (18), Cassidy (16), and Haley (13).