Tristan Syrett CFP®, RRC

Senior Financial Consultant

Tristan Syrett is a Senior Financial Consultant at Mackie/Lowe Private Wealth Management, bringing 17 years of financial planning and customer service expertise to our practice. Using advanced computer simulation software, Tristan builds a Comprehensive Financial Plan by collaborating with our clients and incorporating personalized strategies tailored to their unique circumstances.

 

Tristan will specifically focus on:

 

  • Building your comprehensive IG Living Plan
  • Assisting with the implementation of your plan
  • Coordinating, monitoring, and revising your plan as your individual circumstances evolve