Trista Acker

CPA, CFP, NSSA
Principal
Dublin, OH
Resident of Marysville, OH
Rea Team Member Since 1999
  • I am responsible for handling a book of personal and business clients. I assist with tax questions, financial decisions, assist with business accounting, and ensure tax returns are filed timely.

Topics or areas of expertise that Trista can talk about (even in her sleep):

  • Personal income tax
  • S-corporations
  • 401(k) plans
  • QuickBooks
  • General bookkeeping/accounting

How we know she knows what she's doing:

  • She holds a bachelor's degree in financial management from Franklin University
  • Trista also earned an associate's degree in accounting from Columbus State Community College
  • She has more than 15 years of experience in the accounting industry
  • She earned her National Social Security Advisors (NSSA) certificate in 2016.

Furthering her professional development, Trista is involved with:

  • American Institute of CPAs
  • Ohio Society of CPAs
  • Financial Planning Association
  • 2016 Rea's NextGen Leadership Program Graduate

When she's not in the office, you can find her:

  • Serving in the Navin Elementary PTO
  • Helping with Girl Scouts
  • Spending time in her yard doing yard work Camping with her husband, and son and daughter

How she's helped clients meet their business needs:

  • Many times I have recommended a retirement plan savings vehicle to help a client keep money in their own pocket and get a tax deduction at the same time.

Inside The Mind Of...

  • What does "A Brighter Way" mean to you? A more enlightened way
  • What's your favorite aspect of your job? Helping people to save money - whether by taxes of just smart financial decisions
  • Describe your work style. I am extremely efficient and want to get the job done in a timely manner. I don't like projects to sit and get stagnant.
  • What do you consider is your "brightest" quality? I am easy to talk to - clients are comfortable with me.

Just For Fun:

  • What makes you get out of bed every day? I have a drive to get things done
  • What is the number one reason you would hire you? Work ethic and efficiency
  • What is your most prized possession? My dogs (2 Dandie Dinmont Terriers)
I am smart, efficient, and hard working. I don't need to put on a show for people; I prove my value in my work product.