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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

Cynthia Heil

Cynthia began her career in financial services working part time in a regional bond firm in 1992. She graduated from the University of South Florida in 1994 with a B.S. in Business Administration, majoring in finance. She later worked for a financial planning firm in Clearwater, working her way up to partner before deciding to open her own office in Tampa in 2006. She became a Certified Financial Planner in 1998 and joined Cascade in 2005 as an independent advisor. Cynthia is the branch manager of the Tampa office.

Cynthia enjoys working with clients in all stages of life to help them establish, monitor, and reach their most important goals. She prides herself on continuing her education; staying abreast of new products and changes enabling her to provide the most comprehensive and knowledgeable guidance and advice to her clients. Cynthia enjoys spending time with friends and family, and being involved in her community.