As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I attended The Ohio State University and graduated magna cum laude in 2003 with a degree in finance and real estate. My career with Edward Jones started in 2000 as a branch office administrator, and I have been a financial advisor in St. Marys since 2010. In 2019, I was one of 1,961 of the firm's 18,000 financial advisors to receive the Edward Jones Ed Armstrong Award, an award for exceptional achievement in building client relationships.
Currently, I am an active member of the St. Marys Rotary Club and the St. Marys Chamber of Commerce, having served terms on the executive board for both organizations. I have also served as a women inclusion specialist for Edward Jones, focusing on recruiting and developing female financial advisors in Western Ohio.
Born and raised in Waynesfield, my family and I still live there today. I have been married to my husband, Trevor, a horse trainer, for 18 years and we have one son.
My branch office administrator, Katie Elson, is a St. Marys native. She enjoys spending time outdoors with her husband, Kevin, and their three daughters. Katie is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
Office Address201 W High St
St Marys, OH 45885 opens in a new window
Mailing Address201 West High Street
St Marys, OH 45885
Phone NumberTrisha M Barnes at (419) 394-9865
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