MEET OUR ADVISOR TEAM

BRANDON CASS, CWS ®

CERTIFIED WEALTH STRATEGIST®
Brandon Cass, CWS ®
bcass@icmpcg.com
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.
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
©2017 ICMPCG. All rights reserved.