Phone: 909-335-1228
E-mail: teaton@retirementwealthgroup.com

Trish Eaton has been a customer service agent in the financial planning industry for over 27 years. She began this work for a brokerage firm called TSI Financial Services in 1991. She was promoted to Operations Manager for another brokerage firm called Regal Advisory Services in 1997, she continued at Regal Advisory Services until 2008, when she joined Retirement Wealth Group. At Retirement Wealth Group, she specializes in client support of all kinds. Her services include distribution and income paperwork coordination and processing. She is the liaison for all audits and compliance. She maintains all client files, both electronic and paper versions. She supervises the operational processing of all client service issues.

Trish and her husband, Doxey, have two children and two grandsons. Traveling (21 countries so far) and spending time with family are their favorite things to do.