Tristen Cleve, Investment Advisor Representative, leads Cavalry Financial Services Company as the firm’s founder and lead financial advisor.   

Mr. Cleve is responsible for the investment and wealth strategies business, as well as oversees business-owner planning services. Carrying out his duties with a heavy focus on individualized client attention and appropriate investment selection, Mr. Cleve brings together the professionals and resources to help Cavalry clients coordinate and manage meaningful aspects of their financial lives to their specified manner.

During the formative years of his career, he spent six years with New York Life Insurance Co. as an insurance agent, then transitioning to a more investment-focused firm he joined SagePoint Financial, a Broker-Dealer for independent advisors and private wealth managers where he spent four years as an independent advisor. 

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.