Cade About Page

What drew you into a career in wealth management, and how has your journey shaped your approach?

I was drawn to wealth management through my own experience balancing work, education, and long term financial goals. I worked various jobs and used my investments to pay for my first year of college while pursuing my goal of playing college football. After walking on to Bowling Green State University’s football team without a scholarship and later earning an athletic scholarship, I realized how impactful strong financial habits and disciplined planning can be. That experience inspired my desire to help others achieve similar outcomes through thoughtful financial decision making.

What do you believe is the most important factor in building long-term relationships with clients?

I believe long term relationships are built on trust. Trust comes from taking the time to truly understand what matters to each client, communicating clearly, and consistently doing what is in their best interest. 

How do you define success when working with a client?

I define success by helping clients feel confident and in control of their financial decisions. Success means clients understand their plan, trust the process, and know their goals are being actively worked toward.

Outside of work, what's a hobby or interest that helps you stay balanced or inspired?