Tristan is a dedicated Client Services Support Associate who plays an important role in supporting advisors, clients, and internal teams through reliable, attentive service. With a strong foundation in account management and service workflows, he helps ensure daily client service needs are handled accurately and efficiently.

With a background in client management and an education in Business Analytics, Tristan brings a thoughtful, detail-oriented approach to his work. He is valued for his problem-solving mindset, professionalism, and commitment to helping create a smooth, positive experience for every client.