Brandon Cass, CWS ®
What do you enjoy most about wealth management?
The clients I get to work with and my interaction with them. Getting to know my clients' experiences and life stories is fascinating to me.
What is the biggest challenge?
Managing expectations – low risk investors seeking high risk returns and vice versa. The human psychology of investing is often times reversed. Additionally, managing clients' emotions during difficult market conditions is a challenge that I embrace.
What professional accomplishments are you most proud of?
Receiving my Certified Wealth Strategist® (CWS) designation. It was hard work, but added a great deal of value to my work and my clients.
What qualities of yours makes you best suited to do what you do?
I genuinely care for people and their families. I want to see people flourish in all aspects of their life and reach their goals.
How should people think about their wealth?
Big picture – ask themselves why money is important to them. From there, thinking about not only short term goals, but also for their legacy and their family.
What do you love to do outside of work?
I really enjoy being with my wife and boys. Taking the boys on adventures, playing golf, and being a part of the men’s ministry at my church is very enjoyable for me.
What is the most influential book you’ve read?
"9 Things You Simply Must Do to Succeed in Love and Life" by Dr. Henry Cloud – it helped me realize what was holding me back to be proactive and intentional in my life. Another book, "Pressure is Off" – taught me that faith isn’t about performance.
What personal accomplishments are you most proud of?
When she said yes. Being married and being a dad.
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