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 leverages his experience and professional education, including the Accredited Investment Fiduciary®, Accredited Asset Management Specialist® and Accredited Wealth Management Advisor® designations, to benefit clients like you. He is also working toward the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® designation. Cash has passed the Series 7, 9, 10, 31 and 66 exams, and holds a multi-jurisdictional insurance license.
He focuses on collaborating with you to answer the biggest questions of your life: when can I retire, how much do I need in retirement, how can I leave a legacy for my family and how do I protect what I have worked so hard to achieve? Cash’s 15-step wealth management approach confirms the facets of your financial well-being are both addressed and reviewed. In addition, Cash’s inclusive retirement income planning process can help provide you both the expertise and peace-of-mind assurance you need as you spend decades in retirement.
Cash retired from the U.S. Army after a career that spanned 22 years. As an officer, Cash led organizations ranging in size from 40–400 and deployed his units to multiple tours overseas. In addition, Cash is a proud graduate of the University of Wyoming Law School and was selected for both academic honors and awarded the Excellence in Advocacy Award. During law school, he focused his attention on trust and estate law and conveys this insightful understanding to benefit you.
He and his wife, Allison, have four children: Jordan, Caden, Jacob and Julia, and a wonderful English springer spaniel named Molly. Outside 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 that benefit the less fortunate and at-risk within our community. Through his community relationships, Cash has helped raise nearly $500,000 for these critical community organizations.