Our Team

Meet Our Team

Tristan Mohn

Teams

  • Wealth Management

Locations

  • Seattle

Roles

  • Client Services

Tristan Mohn, FPQP™

Client Services Manager

(Pronouns: he/him/his)

As a Client Services Manager, Tristan creates and maintains streamlined client experiences. He serves as an expert resource for our internal systems, processes, and procedures, and interfacing with our external custodians. Our Client Services Managers serve as our clients’ advocates, dedicated to relieving their daily stressors. Tristan understands the important role Client Services Managers play in our client relationships and the level of detail needed to maintain and deepen those relationships.

With experience in the hospitality industry, Tristan excels in customer service and handling a multitude of client requests. He holds a BA of Business Administration with a focus in Finance and a Minor in Economics from Western Washington University.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

THE MOST TREASURED THING I OWN

My Apple Watch because I use it every day to monitor activity and keep myself on schedule.

ONE PIECE OF ADVICE

Be sure to write down every action item you are assigned! If you think you’ll just be able to remember all the details, chances are you’re probably wrong.

HOBBIES

I am part of The Seattle Rugby Club team and spend my time practicing with the team and participating in matches. It’s a great way to stay active outdoors when I’m not spending time with family, enjoying good food, and exercising. I am also an avid sports fan.

COLDSTREAM SHAREHOLDER

coldstream shareholder logoColdstream is an employee-owned wealth management firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.