portrait of Mattie Kliethermes-Trefz
FINANCIAL ADVISOR
Accepting New Clients
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About Mattie

Have you asked yourself, "Why Edward Jones"? This is an important question — and one I've asked myself after graduating summa cum laude from West Virginia University with a bachelor's degree in education and master's degree in reading. While teaching remains my passion, my experience serving students, their families and my fellow educators has afforded me the realization that growing up a part of the Edward Jones family is an opportunity to share my personal experiences and focus my passion in a meaningful way with those I care about and, more importantly, to those you care deeply about.

Talk about...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Harrison County SchoolsAugust 2021 to June 2023
  • Fairmont Catholic SchoolSeptember 2019 to June 2021

Education

  • West Virginia UniversityMaster of Arts

Personal Interests

  • Reading
  • Running
  • Walking
  • Farming
  • Community Outreach

Team Members

  • Kimberly Shay
    Registered Branch Associate
  • Carolyn Haught
    Sr. Branch Office Administrator
  • Shelly Fluharty
    Sr. Branch Office Administrator
  • Rochelle Vilar
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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