Trisha Qualy is a successful Managing Partner at Affiliated Advisors, leading the firm's practice management initiatives to help advisors build the businesses of their dreams. As a well-trained CERTIFIED FINANCIAL PLANNER™, Trisha also works with a select group of personal clients who are lifelong learners wanting to take control of their financial lives. With a Bachelor's Degree in Spanish Studies & Management from the University of Minnesota-Twin Cities and Executive Education and Certificate in Financial Planning from the University of St. Thomas, Trisha has developed excellent skills in strategic planning, marketing, and incorporating technology to enhance clients' experiences. Before joining Affiliated Advisors, she spent several years as Vice President of Wealth Management, Director of Wealth Management, Compliance Manager, and Operations Associate at AdvisorNet Financial. She also taught English at Sahmyook Education and was an Accounting Assistant at the University of Minnesota. Her dedication to helping advisors grow and improve their businesses, while serving their clients with integrity and compassion, has been crucial to her success.