Through Raymond James, Cash creates an original planning experience for each client, specifically crafted from their personal goals and priorities, with an emphasis in retirement planning and gifting strategies.
Although an appropriate name considering his vocation, Cash was actually named after an inspirational friend of his parents. He grew up in Kentucky in his family’s equine business and studied at Asbury University. After graduating magna cum laude, he consulted for several years on property and casualty insurance for family-owned businesses before joining our practice.
In the early years of his career, Cash was individually and personally mentored by two of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating the planning strategies and processes for many of their most complex clients and plans. Now, in a more comprehensive role as a CERTIFIED FINANCIAL PLANNER™ practitioner, Cash draws from that experience and is known for his forward-thinking initiatives and resourceful solutions in support of his clients’ goals.
Cash lives in Williamson Country with his wife Lauren and their daughter. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by the Ramsey Solutions team. Having helped coordinate Financial Peace University classes over the years, this is a cornerstone of his planning process and philosophy.
Cash holds Series 7, 63, 65, property, casualty, life, health, and annuity licenses. He also maintains the CFP® designation and is a member of the Financial Services Institute.