Dave CassVICE PRESIDENT, RISK MANAGEMENT
He began as a financial adviser for Edward Jones and had the distinction of being named a Limited Partner. Dave was also an adviser and Branch Manager for a Merrill Lynch office. In that capacity, he provided his institutional and retail clients financial planning expertise including investment management, retirement and legacy planning.
Dave has also made an impact while working for major insurance carriers, including John Hancock, Travelers, Lincoln and Sun Life. He was integral in planning a strategy and implementing it to help financial advisers and their clients access the products, tools and experience these carriers have at their disposal. In this role, Dave was also a leader in measured performance.
Throughout his career in the financial services industry, Dave's number one goal, no matter the capacity, has been to always do what is right for the client.