Tristen Cleve leads Cavalry Financial Services Company, as our founder and lead financial advisor overseeing the financial planning and wealth strategies business, and working in business-owner planning services.

Tristen is a skilled communicator with a gift for advanced planning concept communication, his ability to distill highly complex information and tailor his remarks towards the individual, to ensure they remain engaged and understand the information, and how the solution he recommends will deliver results that meet their desired outcome, give peace and great comfort to our clients.

During the formative years of his career, Tristen spent six years with New York Life Insurance Co. as an insurance agent, upon departing he joined a more investment-focused firm, SagePoint Financial, a Broker-Dealer for independent advisors and private wealth managers where he set up shop and spent four years as an independent advisor and the practice was named Bluenote (2019).

Today he meets the broader investing interests of his clients through Cavalry Financial Services and Core Investment Group, a Registered Investment Advisor firm in Austin, TX.