Professional Information
Senior Partner
Phase Four-RWS, LLC
Education, Honors & Awards
University of London Ontario
Masters- University of London Ontario
Personal Information
Michigan Business Professionals Association; Financial Planning Association
More than 25 years
Trish Wellman is Senior Partner at Phase Four-RWS LLC, an insurance agency dedicated to guiding clients through the seasons of life’s uncertainties. Trish understands on a very personal level what it is to have “stuff happen” and to live with the repercussions each and every day. What better recommendation for someone who works in the personal protection and employee benefits field. Trish is eager to network with other female professionals and believes the female voices need to be heard and taken seriously. A Canada native, Trish received Master of Arts degree from the University of London Ontario and later received her Certified Financial Planner® designation together with FINRA securities licenses 6,7,22 and 63 while in the US. She is accomplished in all phases of the personal protection arena with a particular passion for income protection. Trish is passionate about having a positive impact on the lives of her clients and is eager to train anyone who has a similar calling.
Insurance; Client Management; New Business Development; Business Development; Financial Analysis; Financial Planning; Business Analysis; Staff Development; Executive Business Forecasting
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