Director of Client Services
Trish Roth has been the Director of Client Services for Sirius Wealth Management for the past 12 years. Her daily responsibilities include account set-up and maintenance for clients, coordinating and completion of client forms and required documentation, preparing for annual office audits, ensuring client files are compliant with LPL Financial policies and procedures, coordinating state, SEC and FINRA licensing, training and continuing education, following up with clients and outside vendors as needed, and training new administrative staff on office policies and procedures.
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).