Our CEO and Founder of Haber Wealth Management (HWM). Tricia is also a Wealth Advisor at HWM, bringing more than 30 years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. She specializes in retirement planning, income strategies, and guiding clients through major life transitions, with a focus on physicians, business owners, and women.
Known for her relationship-driven approach, Tricia blends thoughtful strategy with genuine care—helping clients feel supported and confident in their financial future. She holds her Series 7 and 66 licenses, Behavioral Financial Advisor (BFA) designation, Medicare Certification, and is a licensed Texas Life and Health Insurance Agent.
Tricia is passionate about giving back and has served in leadership roles with organizations including the Ronald McDonald House, The Parenting Center, Samaritan House, and the Aledo Education Foundation. She currently serves on the Cameron ISD Scholarship Foundation board and as President of Osaic’s Women’s Advisory Board.
Outside of work, Tricia enjoys time with her husband, Brett, her sons Adam and Corbin, and her daughter-in-law Kadie—continuing to build both a family legacy and a business rooted in care, trust, and lasting relationships.