Value statement
Cash is passionate about helping clients like you live well, 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 SpecialistSM and the Accredited Wealth Management AdvisorSM 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.
Investment philosophy
Portfolio construction is the cornerstone of a successful RBC WealthPlan. Through a broad array of investment strategies, considering all asset classes, Cash carefully tailors your portfolio to meet your unique goals and priorities. His dedicated approach is based on your lifestyle, legacy and impact objectives. Cash’s methodology is practical—and most importantly—risk- and tax-aware.
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.
