Accreditations, Certifications & Education:
Bachelor of Science in Finance & Minor in Accountancy with emphasis in Risk and Insurance, University of Wisconsin - La Crosse
Investment Adviser Representative License (Series 65)
Wisconsin Life, Health, and Accident Insurance Licenses
Organization Involvement
Board Member of Wisconsin Retirement Plan Professionals, Ltd. (WRPPL)
Tricia Sendelbach
Senior Relationship Manager
CRPS
Tricia is a Senior Relationship Manager at Spectrum who is passionate about helping clients create retirement plans that reflect their unique goals and organizational needs. She believes the best outcomes begin with strong relationships, taking the time to understand each client's business, workforce, and long-term objectives. By combining thoughtful plan design with personalized service, Tricia helps employers build retirement plans that support both their organization and their employees. She takes pride in delivering responsive, high-quality service and ensuring every client receives the attention, guidance, and customized support they deserve.
Tricia lives in the small town of Yorkville in Racine County with her husband, their two children, and two dogs—a Golden Retriever and a Cavapoo. She enjoys traveling with her family, reading, and cheering on her kids at their volleyball matches. On the weekends, you'll usually find her at a volleyball tournament or spending time outdoors.
Industry Start Date:
2001
Spectrum Start Date:
2026
Fun Fact:
While attending college, Tricia purchased a manual transmission car and learned to drive it on her own during the three-hour drive back to school.
Embodying Spectrum’s Principles
After entering the retirement services industry nearly 25 years ago, I quickly developed a passion for its many complexities. Seeing firsthand how just a few uninformed financial decisions can significantly impact on a retiree's quality of life has reinforced the importance of education and thoughtful planning. I am passionate about helping employers design retirement plans with meaningful participant benefits while empowering individuals with the knowledge they need to make informed decisions and maximize their retirement savings.