LaTrisha Sundquist
Born and raised in Port Charlotte, LaTrisha is a proud fourth-generation Charlotte County native. She and her husband, Tommy, have two children, Presley and Tegan, and enjoy making the most of family time together. Outside of work, she enjoys serving at church, organizing spaces, and binging true crime shows. With a background in digital marketing and business operations, LaTrisha is passionate about supporting work that makes a meaningful difference in people’s lives.
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Your dedication to building and protecting your nest egg deserves to be rewarded. Our experienced team specializes in creating strategies to help you preserve more of your wealth by minimizing taxes, so you can enjoy the retirement you’ve worked so hard to achieve. Contact us today to explore how we can help you make the most of your retirement years.