CASCADE APOLLON - Key Persons


Alan Holman

Job Titles:
  • Financial Advisor

Allison Smith

Job Titles:
  • Service Advisor

Angie Brown

Job Titles:
  • Tampa Office Manager

Brooke Walter

Job Titles:
  • Director of Practice Management

CHRIS PELLEY

Job Titles:
  • Financial Advisor

Cynthia Ochal

Job Titles:
  • FINANCIAL ADVISOR

Dana Greathouse

Job Titles:
  • Staff Member

Daniel Scott

Job Titles:
  • Financial Advisor

Dave Turner

Job Titles:
  • Financial Advisor

John Van Sant - President

Job Titles:
  • PRESIDENT

Kimberly Davis

Job Titles:
  • CLIENT SERVICE SPECIALIST

Linda Russell

Job Titles:
  • ASSISTANT

MATT WORKMAN

Job Titles:
  • Senior Relationship Manager

Meredith Holton

Job Titles:
  • SERVICE ADVISOR

MYRON "BAGS" BAGLEY - Founder

Job Titles:
  • Founder
Myron "Bags" Bagley founded Cascade Financial Management, Inc. in 1994. He served in management and leadership roles for the firms that evolved into Salomon Smith Barney and Dain Rauscher, making Bags the most senior director in the Rocky Mountain region. In 2015, we celebrated his 60th year in the investment management business. Bags served as Chairman of Cascade Financial Management and spent time in Denver, Oregon and Arizona. He passed away peacefully at his house in December of 2017. He prided himself in the belief if we do right by our clients, we do right by our Firm and ourselves. Never one to let technology stand in the way of good service, he left us doing what he always enjoyed doing. We will never forget his valuable leadership, insight, and desire to do right for the client.

Patricia Erickson

Job Titles:
  • FINANCIAL ADVISOR

Rick Chin

Job Titles:
  • FINANCIAL ADVISOR

Travis Mowrey

Job Titles:
  • Financial Advisor