Dave Turner

"Investors are seeking to find an advisor, a single point of contact, to coordinate all aspects of their financial well-being. At Cascade, we have endeavored to deliver our clients advisory services beyond that of a typical "broker". My goal is to gain a more complete understanding of each of the components of an investor's financial complexities to insure they all work together. I believe that this understanding forms the basis for the integrated, comprehensive wealth management that Cascade is committed to delivering today." - Dave Turner

Since joining Cascade in 1998, Dave has focused his efforts on developing a more consultative, advisory approach to helping clients take control of their financial well being. Dave and his team seek to position themselves as the personal chief financial officer for their clients, coordinating the investment management, estate planning and risk management elements of a client's situation in a coordinated manner to maximize the tax efficiencies of the overall plan. Dave has been with Cascade now for eight years and still continues his education by taking part in numerous industry roundtable platforms and issue-specific focus groups. Prior to joining Cascade, Dave began his career at Piper Jaffray, where he worked for six years. Dave is a member of the Financial Planning Association, the Securities Industry Association and the CEG Worldwide.

Dave grew up living and working on his family's ranch in Montana. Dave's passion for the outdoors that grew from time spent on the ranch brought him to Colorado, where he has found an unbeatable combination of talent, resources, vibrant economy and outdoor activities which make Denver an outstanding home for Cascade Financial Management.