Cade joined Woodmont Investment Counsel in 2021. At Woodmont, Cade works with high-net-worth individuals and families, providing custom comprehensive financial plans and analyses to help clients achieve their goals. In addition to being an active member of Woodmont’s financial planning team, Cade regularly helps Woodmont clients better utilize the firm’s various technology-related resources. These sophisticated tools allow clients to easily track investments, business interests, and other assets.
Prior to joining Woodmont, Cade was a Private Client Banker for JP Morgan Chase Bank in College Station, TX. While with JP Morgan Chase, Cade assisted high-net-worth families and business owners with their banking and financial planning needs. In this role, Cade developed a passion for comprehensive financial planning and solving complex issues for clients.
Outside of Woodmont, Cade enjoys spending time with his wife, Mary, and their pets. Cade also enjoys playing golf and outdoor activities such as hunting, fishing, camping, and exploring Tennessee’s state parks.