Patricia Eddy
IACCP®, CRPS®, AAMS®
Owner & Chief Compliance Officer
Patricia Eddy is a partner, COO and Chief Compliance Officer (CCO), as well as an Investment Advisory Representative (IAR) of Oxford Planning Group, LLC.
In this role, Tricia brings more than 20 years of experience in client financial services managing all aspects of client services, business operations, serving as technical liaison with outside investment services and providing oversight and specialization in building high-quality client services.
She served three years on Charles Schwab’s Technical and Operations Advisory Board from 2013 – 2016. Meeting several times a year at Schwab headquarters in Phoenix and San Francisco allowed her unique insight into client financial services and allowed her to give input based on feedback from clients.
Tricia is an Investment Advisor Certified Compliance Professional (IACCP®), Chartered Retirement Plan Specialist (CRPS®) and Accredited Asset Management Specialist (AAMS®). She received Baltimore Smart CEO’s Executive Management award for COO for 2014. Tricia is a member of National Regulatory Services (NRS), which co-sponsors with the Investment Advisor Association to provide extensive training for experienced compliance professionals. She regularly attends local and national conferences to ensure that the firm offers high-quality services for our clients. Tricia enjoys spending quality time with her husband, Shaun, and their family, friends, and dogs (especially outdoors).