I joined Edward Jones in 2014; prior to joining the firm I always held service-related positions and naturally prioritized exceptional client service. As I developed a passion for investing, I became drawn to financial advising and the opportunity to truly make a difference in people's lives. To better serve my clients, I earned the Chartered Retirement Planning Counselor (CRPC®) professional designation.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to determine what is most important to my clients and how to best use their accumulated assets. Once the strategies are in place, I partner with my clients for life to grow, sustain and protect their wealth. To deliver a comprehensive service, I regularly collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I serve a wide variety of clients, from individual investors to future and current retirees to business owners in multiple states. I regularly work with multigenerational families to develop unique strategies of wealth transfer based on what's important to them.
Throughout my career, I've found that not all people have had ideal experiences with advisors, and I welcome the opportunity to rebuild trust with those people and give them the care and attention that they deserve. My branch office administrator, Angela Wigle, joined the team in 2017 and focuses on providing an ideal client experience.
Outside of my role with Edward Jones, I volunteer with the Riverdale Lion’s Club, Mohawk Lioness and WHOW of Wyandot County. In my free time, I enjoy (sometimes) learning to play golf, being outdoors (especially in my hammock in the summer), and spending time with my husband, Wayne, stepdaughter, Kailey, and two children, Olivia and Harrison.
I look forward to getting an opportunity to connect and be of service to you.
- Insurance & Annuities
- Retirement Income Strategies
- New Investors
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Wine Collecting/Enthusiast
Phone NumberTristan S Joy at (419) 835-1011
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