Client Advisory

Biography

Trista is a Senior Associate in the Santa Barbara office. She is a member of the Wealth Management practice, providing hands on administrative and operational support to both clients and advisors.

Before joining Cerity Partners, Trista served as Client Services and Investor Relations for West Coast Financial. Trista joined WCF in 2009 and has worn a variety of hats over the years including communications and marketing, management, and real estate fund maintenance.

In her spare time, Trista enjoys traveling, cooking, getting outside in sunny Santa Barbara, and going on adventures with her husband and dogs.

Education

  • B.A.S., Animation and Visual Effects at SAE Expression College

Highlights

  • Notary Public

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