We will use our strengths, gifts and knowledge to improve the lives of other people.
TriStar has chosen to remain one of the few retirement plan consulting and administration firms who does not sell investment products. We feel that this enhances our ability to serve our clients’ needs impartially. TriStar administrators are familiar with a variety of situations and have the skills, technical knowledge, and the experience needed to guide our clients to the perfect solution for them. Our clients have come to appreciate our complete independence and rely upon it.
OUR STAFF & OUR COMMUNITY
TriStar was formed in 1999 as Shannon Edwards set out to start her own business. Shannon recognized a growing need in an overlooked market; retirement plan consulting and administration. Not only did Shannon see the need for more plan administrators, retirement was something she felt very passionately about.
After graduating college, Shannon worked for a certified public accounting firm where her department grew from 10 clients to 150 under her management. After 7 years at the CPA firm, She went on to purchase the department she managed.