meet the team
Managing Partner
Riley Feldman, a prominent local consultant specializing in senior and pre-retiree investors, hails from Houston and holds a degree from Texas A&M University. Devoting his professional trajectory to aiding Texans in achieving dignified…
Managing Partner
Cameron serves as Managing Partner of the firm he founded: Catalyst Financial Group LLC. Cameron is a visionary leader and highly accomplished professional in the financial services industry. He has a proven track record of leading new…
Associate Investment Advisor Representative
Associate Investment Advisor Representative
Associate Investment Advisor Representative
Associate Investment Advisor Representative
Associate Investment Advisor Representative
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Associate Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Junior Investment Advisor Representative
Registered Representative
Registered Representative
Registered Representative
Eric Ortiz is a graduate of Texas Tech University with a Bachelor’s degree in Finance. He is passionate about helping individuals make informed decisions and pursue their long-term financial goals. In his free time, Eric enjoys running, staying active in the gym, reading, traveling, trying new foods, and following sports.
Registered Representative
Nick has played hockey all throughout his life, including at the collegiate level, which helped shape his discipline, teamwork, and competitive mindset. He is passionate about helping people make informed investment and retirement decisions, with a focus on long-term financial confidence. Outside of work, Nick enjoys working out, reading, and staying active, bringing the same dedication and consistency from the rink into every aspect of his profession.