Trudi joined our team in 2018 with a wealth of experience in customer service and financial services. She started her career as a commercial bank vault processor, then spent the next several years working directly with customers as a bank teller where she quickly grew into a lead position. She then transitioned to working with a financial advisor and found her true passion. Being able to make a positive difference in our clients' lives is what drives Trudi to always do her best. She takes great pride in ensuring accurate and timely professional service each and every day.
Trudi holds two AA degrees, is a Financial Paraplanner Qualified Professional ™, and will continuing her educational pursuits. Outside of her work with C.U. Financial Partners, Trudi can often can be found sewing costumes for a local children’s theatre group, cooking or crafting with her daughters Kira and Kayla, or curled up with a cup of tea and a good book.