Cascade Financial Partners, LLC

Brian Krause is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cascade Financial Partners, LLC, where he has worked since 2023, following prior roles at Creative Planning and Gupta Wealth Management, LLC. Outside of his advisory work, he serves as Secretary of F&S Endeavor LLC, a company involved in investments in real estate, limited partnerships, and private equity. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through managed accounts and financial planning. The firm employs a combination of portfolio management techniques and written financial plans, tailoring strategies to clients’ objectives, time horizons, and risk tolerances.

Jeffrey Mcculloch is a financial advisor at Cascade Financial Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Creative Planning and Gupta Wealth Management. Mcculloch is based in San Diego, CA. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through managed accounts and financial planning. The firm combines portfolio management with written plans and regular reviews, tailoring portfolios to client objectives using a variety of strategies and coordinating with clients’ tax and legal advisors.

Natalie Dewindt is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Cascade Financial Partners, LLC since 2023 and previously at Creative Planning and Mariner Wealth Advisor. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning. The firm combines portfolio management with written financial plans and typically works with accounts meeting a $1,000,000 minimum, managing approximately $1.16 billion across a six-advisor team.

Darien Horton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cascade Financial Partners, LLC. He previously worked at Creative Planning, Inc. and Jackson Wealth Management Group, Inc. before joining Cascade in 2023. Cascade Financial Partners is an SEC-registered investment adviser that serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning. The firm manages approximately $1.16 billion for about 271 clients and tailors portfolios based on clients’ objectives, time horizons, and risk tolerances using a variety of investment strategies.

Caroline Mason is a financial advisor at Cascade Financial Partners, LLC with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Guide My Finances and Captrust. Outside of finance, she has experience working with Main Street Swim School and has been involved with the City of Roseville Parks and Recreation. Cascade Financial Partners is an SEC-registered investment adviser serving individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning. The firm manages roughly $1.16 billion for about 271 clients using tailored portfolios based on clients’ objectives, time horizons, and risk tolerances.