Cascade Financial Strategies

Marc Eppinger is a financial advisor at Cascade Financial Strategies in Bend, OR, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Fisher Investments, and Aspen Capital. He also has a background in higher education from Pacific University. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with ESG screening available, strategic and tactical asset allocation, and ongoing portfolio monitoring.

Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies in Bend, Oregon, with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and The H Group, Inc. Outside of her advisory role, she serves as a bookkeeper and office manager for Intrinsitech Corporation. Cascade Financial Strategies is a small advisory firm serving individual clients, pension and profit-sharing plans, trusts, and corporate clients. The firm offers comprehensive portfolio management, financial planning, and pension consulting, employing a disciplined investment process that includes fundamental analysis, strategic asset allocation, and ongoing account reviews.

John Schniepp is a CFP®, ChFC®, and holds a Series 66 license with 22 years of industry experience. He has been with Cascade Financial Strategies in Bend, OR since 2013. Cascade Financial Strategies serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, offering portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis with optional ESG screening, strategic and tactical asset allocation, and provides ongoing account monitoring and education for retirement plans.