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    info@cascade-inc.com - (800) 353-0008

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    © 2019 by Cascade Financial Management

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    Continuity

    Regulatory Links

    Cascade Financial Management, Inc. is a Securities and Exchange Commission Registered Investment Adviser and Broker Dealer, Member FINRA, SIPC. Advisory and Brokerage services are only offered to clients or prospective clients where Cascade Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Financial Management, Inc. unless a client service agreement is in place.

    OUR TEAM

     Cascade Financial Management Inc. is proud of our team of professionals

    who are able to handle all of your wealth management needs.

    Please click on a team member below to learn more about them.

    CEO & Financial Advisor
    DAVE TURNER
    Partner & Director of Client Service
    BROOKE WALTER
    Financial Advisor
    DANIEL SCOTT
    Financial Advisor
    ALAN HOLMAN
    C.S.P.
    DANA GREATHOUSE
    Assistant
    LINDA RUSSELL
    President & Chief Financial Officer
    JOHN VAN SANT
    Chief Compliance Officer
    TIMOTHY KENKEL
    Financial Advisor
    CYNTHIA OCHAL
    Service Advisor
    ALLISON SMITH
    Service Advisor
    JAKE WALKER
    Partner & Financial Advisor
    PATRICIA ERICKSON
    Financial Advisor
    DENNIS CHEROUTES
    Financial Advisor
    RICK CHIN
    Service Advisor, CFP ®
    NICKI OSBORN
    Assistant
    ANGIE BROWN
    Founder
    MYRON "BAGS"
    BAGLEY