Tristan Crook

Virtual Associate at XYPN

Tristan Crook, CFP®, CSLP®, has a diverse background in the financial services industry, with experience ranging from a bank teller to a financial advisor intern. Currently, Tristan serves as the Owner & Financial Planner at 308 Financial and also works as a Virtual Associate at XYPN. With a Bachelor’s Degree in Finance from the University of Nebraska at Kearney, Tristan is well-equipped to provide expert financial planning services to clients.

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Timeline

  • Virtual Associate

    November, 2023 - present