Patricia Gallagher

Patricia (Trish) brings a client-focused approach to wealth management, specializing in supporting ultra-high-net-worth families with their complex financial needs. Her background in financial services and commitment to building long-term relationships align with WMK's values of integrity, transparency, and shared success.

Prior to joining WMK, Trish was an Associate at True West, a Colorado-based compliance consulting firm serving SEC-registered investment advisers. There, she developed a passion for client success and clear communication. She began her career with Fidelity Investments.

Trish earned her BA in Finance from the University of Oklahoma and holds the FINRA Series 65 license.