Coldstream Wealth Management
Tristan Mohn has extensive experience in wealth management and client service, currently serving as a Wealth Management Associate at Coldstream Wealth Management since August 2019, where responsibilities include providing sophisticated financial planning and personalized services to high net worth individuals and families. Previous roles include positions at Best Western® Hotels & Resorts as a Customer Service Agent, Bumblejax as a Fulfillment Specialist, Gold Coast Landscaping as a Landscaper, Aramark as a Dish Washer, and Kroger as a Courtesy Clerk. Tristan Mohn holds a Bachelor's degree in Business Administration with a major in Finance and a minor in Economics from Western Washington University, completed between 2015 and 2019.
Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”