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Name
Tristan Talley
Title
VP, Wealth Management, Bukaty Companies Financial Services
Bio
Tristan Talley is Vice President, Wealth Management at Bukaty Companies Financial Services, bringing more than 17 years of experience to the firm. In this role, Tristan’s primary responsibilities involve helping clients connect their money to the lives they want. As a wealth management advisor, Tristan specializes in retirement income planning, estate planning and tax planning, working with all aspects of a client’s financial life to assist them in accomplishing their goals and dreams. He also provides financial education to retirement plan participants.
Education & Training- B.S. in Business Administration with an emphasis in Finance and Economics from the University of Kansas
Specialty: Financial Planning, Retirement Income Strategies, Tax-Efficient Portfolio Management, Institutional and Corporate Asset Management, Investment Management, Risk Analysis
Education & Training- B.S. in Business Administration with an emphasis in Finance and Economics from the University of Kansas
Specialty: Financial Planning, Retirement Income Strategies, Tax-Efficient Portfolio Management, Institutional and Corporate Asset Management, Investment Management, Risk Analysis
