Client Service Associate
Tristen Sheffler is a Client Service Associate at ARQ Wealth Advisors. Tristen graduated from Northern Arizona University with a bachelor’s degree in Finance along with a certificate in investments.
During his final year of college, Tristen had the opportunity to participate in a student managed investment fund where he and fellow classmates managed a portfolio of approximately 2 million dollars. He had the opportunity to present this portfolio at Vanguard in Phoenix, AZ which led to his first post graduate job.
Prior to joining ARQ Wealth Advisors, Tristen started his career at Vanguard in retirement plan services, then moved on to work at Charles Schwab with retail investment accounts. After working for two large firms, he decided that a smaller firm that could dedicate more time and attention to clients was what he wanted to pursue.
Tristen is originally from San Diego, CA. He relocated to Arizona originally for college then made it his permanent home after his studies ended. He currently spends his free time outdoors enjoying both golfing and snowboarding.
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