Cash A. Freeman, AAMS®, AWMA®

Cash Freeman, AAMS®, AIF®, AWMA®, JD*

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

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What motivates me

Cash is passionate about helping clients like you live a life of intent, and this dedicated philosophy allows him to truly understand what motivates and fulfills you.

Cash utilizes his experience and professional education, including the Accredited Investment Fiduciary®, Accredited Asset Management Specialist^SM and the Accredited Wealth Management Advisor^SM designations to benefit clients like you. Cash has passed the Series 7, 9, 10, 31 and 66 regulatory exams and holds a multi-jurisdictional insurance license.

Practice focus

Cash leverages his experience working with ultra- and high-net-worth individuals, business owners and their families to help achieve their financial goals. Cash focuses on collaborating with you to help answer some of the biggest questions of your life: Can I retire? How much will I need in retirement? How do I protect what I have worked so hard to earn? and How can I create a legacy for my family?

Cash’s proprietary retirement income plan and asset management planning processes help provide the peace-of-mind assurance you need as you spend decades in retirement. Cash’s approach integrates your goals into a personalized plan that can be updated as life changes occur. Cash uses sophisticated planning tools, along with a group of professionals, to help match your goals with personalized solutions.

Personal information

Cash retired from the U.S. Army after a career that spanned 22 years. As an infantry officer, Cash led organizations ranging in size from 40–400 and deployed his units to multiple overseas operational and combat tours. In addition, Cash is a proud graduate of the University of Wyoming College of Law where he was selected for both academic honors and awarded the Excellence in Advocacy Award. During law school, Cash focused his attention on trust and estate law, and conveys this insightful understanding to benefit you.

He and his wife, Allison, have five children: Jordan, Caden, Jacob, Julia and a loving English springer spaniel named Molly. Out of the office, Cash enjoys spending time with family and friends, culinary pursuits and dabbles in interior design. He has served on several local boards and foundations, where he has worked to help our local community and at-risk populations. Through his community involvement, Cash has helped raise over $500,000 for these local critical organizations.

Alixandra Beaman, CFP®

Branch Service Mgr/Senior Reg Client Ass

970-282-6561

What motivates me

Success, stability and peace of mind are all the same to Alix. She believes every individual defines success for themselves. It’s not an easy definition to come to and it likely changes over time. To achieve this definition means to engage, be aware and be mindful of the actions an individual takes and the values they carry. She believes everyone works hard, makes sacrifices for themselves and others, in order to reach their defined level of success. Along with her partner, Alix thinks each person must do their best to be intentional with every resource accessible—not just to achieve, but to maintain—their own definition of success.

Alix enjoys brainstorming ideas, discussing tradeoffs and helping people determine their priorities and values. She is passionate about this industry because she enjoys helping people find and implement their definition of success.

Industry experience

Alix graduated from Colorado State University in 2013 with a Bachelor of Arts degree in economics. After graduating, she gained experience in the financial industry with Charles Schwab and Merrill Lynch through 2016. In this time, she passed the Series 7, 63 and 66 securities exams and received her insurance licenses. Alix took a short break from investments and developed her knowledge in mortgage lending, reverse mortgages and credit and debt management working at a local non-profit providing housing and financial
counseling. Alix joined RBC Wealth Management at the end of 2018 as a registered client associate. Since then, she has studied to become a CFP, and is excited to further her knowledge and the standards that the CFP board holds.

Personal information

Alix has lived in Colorado since 2009. After moving a number of times while growing up, she is very happy to call Fort Collins home. She loves to take advantage of everything Fort Collins has to offer. You can find her biking along the different trails, often stopping to enjoy a beer or two at the numerous breweries. She also enjoys live music, gardening, crafting, snowboarding and following European professional soccer with her husband, Billy. Alix loves her community and actively volunteers with local non-profits.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Judi Rana

Wealth Management Consultant

Judi spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Judi works diligently to address clients’ unique situations.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Michael Clark

High-Net Worth Annuity Consultant

Michael is a high-net-worth annuity consultant who specializes in helping financial advisors and their clients utilize annuity strategies as part of our holistic, goals-based wealth planning approach.

Cynthia Stacy

Retirement Plan Consultant

Cindy is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Bobby Lovgren

Wealth Planning Associate

Bobby's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Bobby assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.