Tritle, Costa & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Michael Costa

CFP®

Private Wealth Advisor

Managing Partner of Tritle, Costa & Associates
Visit Michael Costa's website

John Tritle

CFP®, CRPC, CMFC

Private Wealth Advisor

Managing Partner of Tritle, Costa & Associates
Visit John Tritle's website


Team

Stephen Morrison

Stephen Morrison

Operations Manager,

Paraplanner
Jennifer Costa

Jennifer Costa

Practice Manager

Theresa Abrams

Theresa Abrams

Client Service Manager

Erin Corbett

Erin Corbett

Financial Planning Assistant,

Client Service Manager

Qualifications

  • B.A. Business Administration, University of Rhode Island

Roles & Responsibilities

  • Develops custom financial planning deliverables
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Kael Garrey

Kael Garrey

Financial Planning Analyst