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