Tricia M. Hollander Henning, CFP®, CIMA®, CPWA®

Tricia has been counseling ultra-high-net-worth individuals and families, business owners, and corporate clients since 1992. Drawing on her experience of being part of a family-run business, Tricia provides comprehensive, strategic wealth management advice to multi-generational clients. She helps clients first identify and then achieve their most meaningful financial goals. She develops and executes successful wealth strategies and works to make a client’s financial future as secure as possible.

Tricia received her bachelor’s degree from Indiana University, Bloomington, and joined Baird following a successful four-year career with a Fortune 500 company. She completed the Securities Industry Institute® course of study at the Wharton School at the University of Pennsylvania in 2003. She is a Registered Investment Advisor Representative. She has earned Certified Investment Management Analyst (CIMA®), Certified Financial Planner professional (CFP®), and Certified Private Wealth Advisor (CPWA®) designations.

Tricia was recognized by Shook Research as a 2025 FORBES Best in State Wealth Advisor (third consecutive year)* and 2025 FORBES Top Women Wealth Advisor Best in State (third consecutive year)**.

Tricia believes in giving back to the community she calls home and is actively engaged in many community organizations. She enjoys traveling, exploring new places and healthy conversations with people she meets along the way. Most of all, she enjoys spending time with her husband and adult children, watching them lead their best lives and cheering them on along the way.

* Forbes/Shook research Best in State Wealth Advisor published 4/8/25 based on data as of June 30 of prior year. **Forbes/Shook research Top Women Wealth Advisor Best in State published 2/11/25 based on data as of September 30 of prior year.