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
President & Chief Financial Officer
JOHN VAN SANT
Financial Advisor
DANIEL SCOTT
Partner & Financial Advisor
PATRICIA ERICKSON
Financial Advisor
CYNTHIA OCHAL
Financial Advisor
RICK CHIN
C.S.P.
DANA GREATHOUSE
Assistant
ANGIE BROWN
Financial Advisor
ALAN HOLMAN
Service Advisor
JAKE WALKER
Assistant
LINDA RUSSELL
Service Advisor
ALLISON SMITH
Client Service Specialist
KIMBERLY DAVIS
Founder
MYRON "BAGS"
BAGLEY
Cascade Financial Logo Transparent Rever

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

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© 2021 by Cascade Financial Management

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Cascade Financial Management, Inc. is a Securities and Exchange Commission Registered Investment Adviser.  Advisory 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.