Judith Lundquist

"I maintain a strict client-oriented philosophy. My clients' needs, risk tolerance, and objectives drive the entire investment process. Subsequently, every portfolio is unique and has a well-defined strategy. A critical ingredient of a profitable investment portfolio is continuous monitoring over time. There simply are no quick formulas for investment success, but diligence and patience are critical."

Judi has been part of Cascade for ten years as a financial consultant, an officer, and a partner. She is a registered representative and investment advisor with over twenty years of professional experience. Prior to joining Cascade, Judi was affiliated with Shearson Lehman Brothers and Chase Manhattan Investment Services.

Judi works with individuals, trusts, corporations, pension funds, and non-profit organizations. Her maturity, experience, and knowledge have positioned her to assist clients achieve their financial goals. Judi has authored articles on investment and asset allocation strategy and speaks on a variety of investment related topics, including retirement planning and investment alternatives.

Judi graduated from Colorado State University with a Bachelor's degree in Business, followed by a career with a major airline as an in-house computer expert and liaison. Working within the airline industry, Judi completed a variety of management courses and developed practical experience with technology applicable to modern investment management. She has a Series 7 license (stocks, treasuries, unit trusts, municipal bonds, mutual funds, etc.), a Series 64 license (registered investment advisor), and a Series 24 license (brokerage principal).