Patrick Kergosien

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.

Steve Treutel is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, including more than 25 years with Merrill Lynch. Steve focuses on family wealth management strategies, managing new wealth, personal retirement planning, and portfolio management services. His approach to investing emphasizes risk management and is based on assisting clients in clarifying their financial goals, implementing disciplined strategies to achieve those goals, and conducting ongoing reviews to maintain success. Steve holds a Bachelor's degree from the University of Mississippi and an MBA from the University of New Orleans. He has earned the Personal Investment Advisor (PIA) designation. Steve resides on the Mississippi Gulf Coast with his wife, Debbie. He participates in community organizations, including the Gulf Coast Mortgage Banker's Association, the Gulfport Kiwanis Club, and the Hancock County Historical Society. His personal interests include football, genealogy, music, reading, running, and traveling.