Cade joined our team out of the University of Wyoming after interning at an asset management firm in Madrid, Spain. As an avid student of markets, economics, and history, he is passionate about learning how those relationships affect portfolio construction and how that all comes together to help families and individuals use their wealth to accomplish the things that are important to them.
During his time in Wyoming, he was part of a group of students who managed an endowment fund for the University. To further expand his capabilities, Cade interned at a community bank where he learned first-hand the importance of building relationships. At Aspen Wealth Strategies, he can combine his knowledge of financial services and commitment to customer service to take some of the most complex concepts and clearly communicate them to his clients.
Cade has been in Colorado since 2015 and enjoys skiing, playing basketball and soccer, and volunteering for various environmental organizations.
Relentless by Tim Grover
I took a trip to Costa Rica one summer to save baby turtles.
I enjoy meeting with clients and sharing the research and hard work that we are doing on their behalf. I try to bring a little Aspen perspective to the daunting investing landscape.