Meet Trista
Trista is a Relationship Manager based in Columbus, Ohio. She joined Mercer Advisors in 2026 through the acquisition of NorthAvenue Financial Advocates, where she served as Office Manager. Trista earned a B.A. degree in art from Capital Univeristy and a Bachelor of Music degree in music therapy from Ohio University.
Her working style
Trista is motivated by doing the right thing and helping people accomplish what matters most to them. With a talent for bringing organization, clarity, and thoughtful communication to complex situations, she combines attention to detail with warmth, honesty, and humor to create a positive experience for those she serves.
Trista in real life
What makes you tick?
With decades of small business and entrepreneurial experience, I understand what it takes to go after your dreams and the importance of having people you trust in your corner. Doing the right thing with those aligned with your vision helps to enrich lives and builds strong, healthy, respectful communities.
What keeps you busy outside of work?
When I’m not playing the harp professionally or teaching, I’m spending time outdoors, collaborating with other artists, traveling or dreaming of it, exploring vegetarian food, listening to music or podcasts, or sitting quietly with my cat.
Any words you try to live by?
Trust, honesty and integrity are what happens when good people feel seen and heard.
Meet Trista’s Teammates
Jeff Theado
Relationship Manager
What Trista Says
Jeff shares his wealth of knowledge and attention to detail in a consistently calm and objective manner that is instantly reassuring to team members and clients alike.
Tracy Friedel
Service Operations Associate
What Trista Says
Tracy is quick to assist, clarify, and deliver in a conscientious way, keeping us on track as a team and clients steadily moving forward with goals and plans.
Kristen Moosmiller
Wealth Advisor
What Trista Says
Our clients know they are deeply taken care of because of Kristen’s steadfast commitment to client empowerment and belief in doing the right thing. Her visionary and revolutionary advocacy for women and community informs all team and client collaborations, helping ensure we build a better world, one important decision at a time.
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