Tristen Cleve is a financial advisor at Core Partners in Austin, TX, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior roles include positions at SagePoint Financial and Intelligent Capital Reserve Group, LLC, where he is also an owner and consultant providing insurance products and consulting services to homeowners associations and condominiums. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm emphasizes diversified portfolios using third-party institutional managers and model allocations accessed through Charles Schwab’s platform, with regular account reviews and a documented fiduciary role.

Richard Girard is a financial advisor with Core Partners in Austin, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Core Investment Group, LLC since 2014 and at SagePoint Financial from 2015 to 2019. In addition to his advisory role, he is appointed with outside carriers for brokering life and health insurance products. Core Partners serves individuals, foundations, small businesses, and retirement plans, offering financial planning, portfolio management, and business consulting. The firm employs third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.

Lawrence Dove is a financial advisor at Core Partners in Austin, TX, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Core Investment Group and SagePoint Financial. In addition to his advisory role, he is appointed as an insurance broker for life and health insurance products. Core Partners serves individuals, foundations, small businesses, and pension and profit-sharing plans by offering financial planning, portfolio management, retirement plan advisory, and business consulting. The firm primarily uses third-party institutional managers and model portfolios accessed through Charles Schwab’s platform, focusing on diversified allocations and regular account reviews.