Trudy is our client services specialist. She handles all service requests such as beneficiary changes, address changes, withdrawals and RMD’s to name a few. She helps answer the phones and will follow up with clients as necessary. She has been in the financial Industry since 1996 and with Secure Money Advisors since 2020.
A Zelienople native, Trudy attended Seneca Valley High School and is a Raider for life! In her free time, she enjoys spending time with her husband, Bob. Together they enjoy gardening and sitting on the patio. Relaxing outdoors in the beautiful weather in the summertime is a favorite past time.