Mark Holden

Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.

Patrick Kergosien serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he brings over 35 years of experience in developing holistic approaches to wealth construction and management. He focuses on creating flexible financial strategies tailored to clients’ individual goals and changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and carries the professional designation of Personal Investment Advisor (PIA). He is committed to working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Outside of his professional role, he participates in community volunteer activities and enjoys personal interests such as fishing, gardening, and hunting.