Meet Triston
Triston joined the Waterstone team in August 2021. He earned a degree in finance from Oklahoma State University, where he also played football. As a Wealth Advisor and Director of Business Development at Waterstone, Triston is passionate about helping families understand and pursue their financial goals, as well as developing organic and inorganic growth in the business.
Triston holds his Series 7, 63 and 65 registrations along with insurance licenses in Property and Casualty and Accident, Life, and Health in the state of Oklahoma. Before joining Waterstone, he worked at one of the top asset managers in the country, Day Hagan Asset Management in Sarasota, Florida. Triston also spent a year at Carson Wealth headquarters in Omaha, Nebraska, working hand-in-hand with our valued partners and learning service integration and operations at one of the fastest-growing and leading innovators in the RIA space.
In his free time, Triston enjoys spending time with his wife, waterfowl hunting and training his chocolate Lab, Stilly.
Qualifications
- 5 years financial industry experience
- 3 years with Waterstone Private Wealth Management
- BS in Finance from Oklahoma State University
- Chamber of Commerce Owasso
- Ducks Unlimited Non-Profit Organization
- National Association of Benefits & Insurance Professionals
- Tulsa Area Human Resources Association
- Chamber of Commerce Newcomer of the Year 2024
