Approaches financial planning as a long-term partnership, guiding clients toward steady progress and lasting security.
Joined Lido: 2024
Homebase: Dallas, TX
Professional Focus: Enjoys connecting with clients and equipping them with the knowledge they need to make confident financial decisions. Tristan takes pride in creating clear, tailored financial plans that bring peace of mind and help clients reach their goals.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Personal Financial Planning, Texas Tech University
Previous Work Highlights: Before joining Lido, Tristan worked at a boutique RIA in Plano, Texas, where he began his career as an associate financial planner while earning his CFP® designation.
Personal Facts: Outside of work, Tristan is actively involved in his church and enjoys spending time with his wife and their golden retriever. He can often be found playing golf with friends, working out, or smoking a brisket while cheering on Texas Tech Football. Tristan is also an active member of the DFW chapter of the Financial Planning Association and volunteers in a leadership role with the NexGen Financial Planners group.
