At Cascade Apollon, our goal is to help you Plan Wisely, Invest Confidently, and Enjoy Life. Cascade Apollon strives to provide clear, comprehensive, integrated wealth management advice, to help our clients navigate through these increasingly complex economic times. The first step in getting your financial house in order is to uncover your goals and objectives.
Second step is to design your financial roadmap reflecting your priorities regarding the things that require money and planning to achieve. Set Goals - Explore your values and goals to help design a financial roadmap, addressing your personal objectives in the things that require money and planning to achieve.
Second step is to design your financial roadmap reflecting your priorities regarding the things that require money and planning to achieve. Set Goals - Explore your values and goals to help design a financial roadmap, addressing your personal objectives in the things that require money and planning to achieve.
Services
Research shows that the majority of individuals find their financial advisor through a referral from a close friend, a relative, or another financial professional such as a CPA or Attorney. Referrals can indeed be a good place to start, but pursuing any new financial advisor relationship is worth the effort of exploring how they will fit with you.
John oversees the day-to-day management and operations of the firm. In addition, he is responsible for developing, implementing and executing key strategic initiatives, focused on business planning, organizational structure, system integrations and infrastructure.
His tenure at the firm has included the responsibility of serving as Chief Financial Officer, overseeing regulatory interactions, corporate administration, business operations, finance and accounting.John came to Cascade in March of 2005 and started as a business development intern helping to reengineer, develop, and blueprint the strategic alliance business model.
His tenure at the firm has included the responsibility of serving as Chief Financial Officer, overseeing regulatory interactions, corporate administration, business operations, finance and accounting.John came to Cascade in March of 2005 and started as a business development intern helping to reengineer, develop, and blueprint the strategic alliance business model.
Brooke was born and raised in Colorado. She has been in the financial services industry in various positions since 2002. She started her career in the financial services industry shortly before graduating with her Bachelor's degree in Sociology at Colorado University. She started with Cascade in September of 2007 as an assistant.
Since joining Cascade in 1998, Dave has focused his efforts on developing a more consultative, advisory approach to helping clients take control of their financial independence. Dave and the Cascade Team serve clients by coordinating the investment management, estate planning, tax planning and risk management elements of a client's situation in such a manner to maximize the efficiencies of the overall plan.
Pat believes it is impossible to create a "road map" until we can clearly identify the destination. Preserving and protecting wealth is at the core of her investment philosophy. She employs a thorough process, guiding individuals and families with $2 million to $25 million of investable assets to identify and quantify their values and goals.
Reviews (6)
Nikhil Shinde
Jan 28, 2020
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Jay Bee
Dec 29, 2019
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Scott LaRose
Jun 28, 2019
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I have been in and around the fastening industry for a long time. They are are high technology, and the right size to respond to special / custom projects. They so know their timing and every time I worked with this team they meat or exceeded the timeline they specified. Their facility is state of the art and the engineering team is very helpful in understanding how a product will fit your application.
Rob Maxwell
Dec 03, 2017
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Lori Logan
Sep 14, 2014
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Kelly VanSlambrouck
Sep 06, 2014
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