Trish manages many different administrative duties, including opening accounts, updating client information and helping our clients with paperwork. Behind the scenes, she works to ensure the smooth operation of our proactive client contact system, continuously assessing new ways to make our processes more efficient.

She takes great pride in the timeliness, efficiency and accuracy of her work, which she credits to her strong work ethic and military background. (She is a U.S. Air Force veteran.)

With her attention to detail and reliable follow-through, our clients can be confident knowing that when she takes on a task on their behalf it will get done right. Because of her knowledge and thoroughness, sometimes Trish will even find a related matter that our clients may not have considered and take care of that as well.

Trish also devotes part of each day to assisting Ty in serving our clients’ needs. She feels a great sense of accomplishment in doing her part in helping our clients as they strive for their goals, whether it’s retiring when they want to, having the money for a purchase they were saving for, or taking that dream vacation.

Trish has been working with our team since 2007. “When my husband retired from the Air Force, I wanted to go to work somewhere where I could have a career,” Trish says. “I saw a job opening, so I applied. Ty Barbery was the financial advisor who interviewed me. He recognized my last name (he knew my husband from the military) and decided to hire me. I have worked with him ever since.”

Before moving to Raymond James in 2021, Trish spent her 14 years at Edward Jones as a senior branch office administrator. Earlier in her life, she worked for the Mary Walker School District as a teacher’s aide and served in the U.S. Air Force.

Trish is originally from Quesnel, British Columbia, in Canada and relocated with her family to Tucson, Arizona, where she graduated from high school. Today she lives in Tum Tum, Washington, with her husband, Dan, and their children, Cora and Mason. In her free time, she enjoys putting together jigsaw puzzles, making quilts, stamping, woodworking and practicing martial arts such as taekwondo and hapkido. She also volunteers her time teaching taekwondo.