CEO & Financial Advisor
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 his team seek to position themselves as the personal chief financial officer for their clients, 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. In his tenure with Cascade, Dave began in the role of advisor, led the firm as its President from 2001 through 2009, and has recently assumed the role of Chief Executive Officer. In this position his focus is on pooling the network of wealth management resources Cascade has developed for the benefit of our clients, and the integration of our strategic alliance efforts with other wealth management professionals. Dave continues his education by taking part in numerous industry round-table platforms and issue-specific focus groups and is a member of The National Due Diligence Alliance and other industry related groups.
Dave grew up living and working on his family’s ranch in Montana. Dave’s passion for the outdoors that grew from time spent on the ranch brought him to Colorado, where he has found an unbeatable combination of talent, resources, vibrant economy and outdoor activities which makes Denver an outstanding home for Cascade Financial Management. Dave is an active skier, bicyclist, fly fisherman and river rafter. Dave’s daughter, Laurel, graduated with an accounting degree from Loyola Marymount University and currently works in the accounting industry in the Los Angeles office of Deloitte. Dave’s son Alex is continuing his undergraduate degree in sports management at The Ohio State University.
Hobbies: I love the outdoors, in particular skiing, hiking, cycling, and whitewater rafting. I love to cook-and eat-and drink wine. I live in the mountains…so I vacation on the beach.
“Investors are seeking to find an advisor, a single point of contact, to coordinate all aspects of their financial well-being. At Cascade, we have endeavored to deliver our clients advisory services beyond that of a typical “broker”.
“My goal is to gain a more complete understanding of each of the components of an investor’s financial complexities to insure they all work together. I believe that this understanding forms the basis for the integrated, comprehensive wealth management that Cascade is committed to delivering today.”
– Dave Turner
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