Trish joined Ball Financial Services in December 2011 as a financial assistant. In this role, she helps coordinate appointments, manage investment accounts, and provide client service and planning.
Prior to Ball Financial Services, Trish spent six years at Martin-Wight & Company, LLC, in Hunt Valley, Maryland, as the investment operations manager. Trish is a graduate of Mount St. Mary’s University, from which she earned a BA in sociology and a minor in history. Trish holds FINRA Series 7 and 63 securities registrations.
She enjoys spending time with her husband and two daughters, gardening, baking, going to local sporting events, and exploring the D.C. and Annapolis area with her family.