Zakare Riveraa month agoFrom
Been working with Tristan for a couple months and it’s been such an easy process! He’s very knowledgeable and explains the whole process in a way that makes sense, especially to people with no financial background.
Amanda Wolffa month agoFrom
Tristan is an amazing financial advisor. I had no idea what to do in order to plan for retirement and I thought I had waited too long to be able to start planning. After meeting with him, I feel so comfortable and reassured that he has advised me in a way that I can trust and has set me up to be financially free. He is genuine, authentic, never tries to "sell" you on something that is not a trusted investment or path. He has been in his clients' shoes and always advises what is best for them. He walks you through the process and explains everything, telling you pros and cons of each investment. I had so many concerns and questions and he answered them all. I am happy I found him and regardless of where life or jobs take me, I will continue with him for the next 20-30 years into retirement. I trust him, he listens without judgement and helps me create goals at a price point I can afford. He is honest and genuinely one of the coolest people I know. If you are hesitant to meet with a financial advisor, try scheduling with Tristan. I know he will be able to help you and anyone with their financial goals.
Thomas Kastera month agoFrom
Tristan has all the qualities one would want in a financial advisor: knowledgeable, detail-oriented, prudent, caring, and trustworthy. My experience working with Tristan has been nothing short of first-rate. The pride he takes in providing outstanding service is self-evident. As a prospective First Command client, Tristan’s impressive character and professional work ethic captured my trust. I’m confident that the complimentary financial advice he provided would exceed the quality of any fee-based financial advisor service. Tristan did a remarkable job listening to my personal story, understanding my goals and crafting a custom plan that I felt comfortable executing. I’m grateful for the peace of mind I’ve gained from adopting a strong financial plan. I most highly recommend Tristan to persons of any financial standing seeking to improve their financial future.
