Evan Salke

Cavalot Capital is a fee-only, wealth management firm serving clients nationwide from offices in Truckee and Redding, California. We specialize in working with business owners, multi-income households, and retirees who are looking for a more integrated approach to financial planning. Many of our clients have complex situations that involve multiple income streams, equity compensation, real estate, or retirement transitions, and they value having a single, trusted partner to help bring clarity and coordination. Our services combine financial planning, investment management, and proactive tax strategy under one roof. By bundling these areas together, we help clients reduce friction, avoid costly surprises, and ensure more of what they earn goes towards their life goals and financial objectives. The value we offer is rooted in transparency, responsiveness, and practical guidance. Clients come to us because they want a clear plan for the future that adapts as life changes, and to have a financial expert on retainer to make sense of it all. Our goal is to help each client make better financial decisions, gain back time and peace of mind, and feel confident that their money is aligned with the life they want to live. Damian currently lives around Lake Tahoe, CA and spends most of his down time ski racing and trail running. He is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Life Planner® & CTEC Registered Tax Preparer (CRTP).

Mary Spence is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on providing comprehensive financial advice, integrating debt and asset management to help clients achieve their long-term goals. Her expertise includes home and custom lending, risk management involving life insurance and long-term care, as well as liquidity event planning. Mary's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and tax minimization. She is committed to understanding all aspects of her clients' financial lives to build personalized strategies. She holds a bachelor's degree in business administration with a concentration in finance from the University of Richmond. Mary has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). In her personal time, she enjoys cooking, hiking, rock climbing, skiing, traveling, and practicing yoga.