Tristan and Diane have signed a contingency agreement. That means that if Diane skis into a tree and doesn't make it back, Tristan will take care of her clients. He also will be able to take care of her clients as she starts traveling to her bucket list spots. Both his experience and integrity have made him a great choice to be her backup advisor.
Tristan is the owner and lead Wealth Advisor at Ideal Financial Advisors. He recognizes that for many people, the process of financial planning can be overwhelming. His primary mission is to alleviate that confusion with a comprehensive and transparent approach that is uniquely tailored to each client’s specific needs. Tristan believes communication and trust are paramount – these principles are the cornerstone of his practice. This approach was developed over more than a decade of working hand-in-hand with thousands of Financial Advisors and their clients — consulting on their most complex retirement, investment, and tax and planning issues.
In 2013 Tristan had the honor of donating bone marrow to an individual through the Be The Match/The National Marrow Donor Program. He continues his affiliation with The National Marrow Donor Program by sharing his experience with the goal of building the donor registry and finding matches for the 12,000+ people who currently require a blood stem cell or bone marrow transplant.
Tristan studied Economics at the University of Massachusetts, Amherst. In addition to his bachelor’s degree, he has also obtained the Accredited Investment Fiduciary® and Certified Wealth Strategist® designations.
When he’s not developing clear, effective solutions for his clients, Tristan spends time with his wife and two young children, coaching sports and cooking things his kids won’t eat.
