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TRISTAN

Financial Advisor

Tristan has been a part of this team for over a decade. During much of that time, Tristan was a full time Firefighter for the City of Wichita. When he was not on shift at the fire station, he was working with Van Harrold as his part time job. In 2019, he made the switch from part time to full time, having left the fire department to pursue a career in the financial services industry.


Tristan holds his Series 7 and 66 licenses. He is an Investment Advisory with Osaic Wealth, Inc. Furthermore, he has obtained his CFP® certification. Tristan’s role as the advisor is to prepare reports for client meetings and engage clients to help them better meet their investment goals and objectives.

Before joining the team and beyond his time as a firefighter, Tristan also worked as a missionary in Scotland and as an Activities Director in a Retirement Care Community. He has his Master’s Degree in Gerontology from Wichita State University and his Bachelor’s Degree in Family Studies with a Minor in Vocational Ministry from Oklahoma Christian University.


Outside of the office, Tristan enjoys spending time with his wife and children, particularly in outdoor recreational activities. He is active in coaching his children’s soccer teams, enjoys camping and water skiing and has recently become passionate about snow skiing. He also enjoys teaching classes at church and volunteering with various charities.

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           To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.​

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.​

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This communication is strictly intended for individuals residing in the states of AR AZ CA CO GA HI IL KS MI MO NC NE OH OK OR SC TX UT VA WA WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. Osaic Wealth, Inc. does not provide tax or legal advice.

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Osaic Wealth Form CRS

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IMPORTANT CONSUMER INFORMATION

A broker-dealer, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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©2022 by SH Designs for Impact Financial Partners

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