Trish Oppeau

As a Senior Wealth Strategist, Trish partners with families, business owners, and foundations to develop customized, goal-driven strategies that reflect each client’s unique values and aspirations. She takes a thoughtful and collaborative approach, listening closely to clients and assembling the right team to support key areas such as trust and estate planning, wealth transfer, charitable giving, and multigenerational planning. Her thoughtful approach empowers clients to steward their resources with confidence and intention.

Trish offers clients a rare perspective shaped by decades of experience managing large-scale portfolios for private and public institutional investors. Her deep understanding of complex investment strategies allows her to translate sophisticated concepts into clear, personalized solutions. Now focused on serving individuals and families, Trish brings the same strategic insight and dedication to personal wealth planning. Her transition to individual wealth strategy is rooted in a genuine passion for helping people make informed financial choices that support their life goals.

Trish is an active member of Women in Public Finance and the St. Louis Women in Investments Network. She has also served on the board of Eagles Wings, a nonprofit organization providing clothing and essentials to children in need in the St. Charles, Missouri area.

2025

Bachelor’s Degree in Communications, Missouri State University Master of Business Administration (MBA), University of Missouri–St. Louis

FINRA Series 7 and 63 Licenses