Dave CassVice President, Risk Management
Dave has provided investment, insurance, and financial-planning expertise to financial advisors and retail clients during his career. He began as a financial advisor for Edward Jones and had the distinction of being named a Limited Partner. He was also an advisor 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 worked for major insurance carriers including John Hancock, Travelers, Lincoln, and Sun Life as a Division Sales Manager. He was integral in planning a strategy and implementing it to help financial advisors and their clients access the products, tools, and expertise 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.