EDUCATION

  • Bachelor of Science in Business Administration (BSBA), Finance, Kansas State University
  • Series 65

Tristen Pals

Operations Associate

651.735.5878 | Phone
651.735.5881 | Fax

mail

Tristen graduated from Kansas State University in 2022 where he earned a degree in Finance and a certificate in Integrated Investment Management. Tristen began his career as a bank regulator but soon found he desired to serve clients in a more personally impactful manner. As a member of our operations team, Tristen works directly with our Wealth Partners and Director of Operations to provide client services and streamline our ongoing operations.

Tristen lives in Roseville, Minnesota with some of his closest friends. In his free time he enjoys playing or watching any sport with a ball, fishing, playing music, and spending time with his friends and family.

Working proactively with our experienced staff of wealth advisors, we manage your complex financial ecosystem while always having the same end goal – mitigate danger and capture your opportunities.