Home  •  Contact Us  •  View Your Investment Account  •  Virtual Vault
Personalization New Thinking Direction
Private Investment Management
Wealth Management
Brokerage Services
Specialty Practices
Communications
Our People
About Us
Our People

Please select one of the names below for more information:

Myron T. Bagley - Founder
Daniel Cantarovici - Financial Advisor
Dennis Cheroutes - Financial Advisor
John Clagett - Financial Advisor
Pat Erickson - Financial Advisor/Partner
Cynthia Heil - Financial Advisor
Judith Lundquist - Financial Advisor/Partner
Jon Paulsen - Operations Manager
Dave Turner - President/Partner
John Van Sant - Operations

Myron "Bags" Bagley

Myron "Bags" Bagley founded Cascade Financial Management, Inc. in 1994. He served in management and leadership roles for the firms that evolved into Salomon Smith Barney and Dain Rauscher, making Bags the most senior director in the Rocky Mountain region. In 2005, we celebrated his 50th year in the investment management business.

"Over the years the pressures to produce profitable product lines for the large firms were enormous and the client was suffering. I wanted to go back to the beginning, to the true meaning of broker, where we represented the client in the marketplace, not agents for a large company trying to make a profit. I'd had it. I was going to do it differently. No company products, no conflicts of interest, and we would be small. We would never be big enough to forget why we began." - Myron Bagley

Bags still serves as Chairman of Cascade Financial Management and spends time in Denver, Oregon, and Arizona.