Cascade Financial Management, Inc.

Home  •  Contact Us  •  View Your Investment Account  •  Virtual Vault

 

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
Stephanie Bruno - Financial Advisor
Daniel Cantarovici - Financial Advisor
Dennis Cheroutes - Financial Advisor
Kelli Douglas - Operations
Pat Erickson - Financial Advisor/Partner

Cynthia Heil - Financial Advisor
Dan Scott - Financial Advisor
Dave Turner - CEO
John Van Sant - President/CFO

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.

Download theStrategic Road Mappdficon_small.gif  by Cynthia Heil

 

 

Copyright © 2006, Cascade Financial Management, Inc. All rights reserved. Member: MSRB/FINRA/SIPC
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Phone 303-292-1121  •  FAX 303-292-2942  •  Toll Free 800-353-0008
Privacy Statement  •  Disclaimer