Tristan Root

 Tristan joined Bond & Devick in January a Wealth Management Associate and has been training closely with Nick, Brittany, and Rachel. He supports the wealth management team with financial plans and taxes, and assists with the upfront work for new clients. This role was created to help us continue to provide an exceptional client experience.

During his college years, Tristan completed two financial internships—one at a financial planning firm, where he gained foundational knowledge of the financial planning industry, and the other as a Financial Analyst Intern with IBM. Tristan has seamlessly fit into the culture at Bond&Devick. He is a hard worker who truly cares about the team and clients. Tristan is eager to learn and enjoys collaborating and working with the team. His contributions will play a key role in supporting the firm’s enduring legacy of innovation and care.

Tristan earned a Bachelor of Science Degree in Finance from Winona State University, where he spent a year as President of the Financial Management Association and President of the Student Economics Association. He consistently made the Dean’s List and played football for the school’s Division II team, where he was honored to be voted Team Captain for his final season.

Currently, Tristan is enrolled in the CFP® (CERTIFIED FINANCIAL PLANNER™) certification program, working on the classes needed to sit for the exam.