Tristan E. Dotts

I am a seasoned financial advisor and partner at Southpaw Financial, a firm focused on retirement planning and investment strategies.

With an understanding that each client is an individual with different goals and needs, I dedicate myself to uncovering and appreciating each client’s goals, needs, and their tolerance for risk before making a tailored recommendation.  As a fiduciary and independent advisor, I have no obligation to anyone other than my clients.  This allows me to seek the most cost-effective and performance-driven investment opportunities.

The constantly changing regulations of the financial industry, tax codes, and wealth management strategies that impact all of our planning and investment decisions require ongoing continuing education, which I pursue.  In addition, I am part of a firm with over 70 years of combined investment experience an invaluable tool in striving to provide the most timely and effective advice.

I pride myself on aiming to reduce the fear associated with investing by educating my clients every step of the way.  This aspect of my job gives me the most satisfaction.

When I’m not working in the office, I’ll be enjoying time with my beautiful wife, traveling, socializing or just hanging out with friends.