Cade Lark

Cade Lark is our client relationship associate who is passionate about helping clients feel confident and supported in their financial journey. Cade plays a vital role in ensuring that each client receives personalized attention and timely service. He is also actively involved in paraplanning for the office, helping to prepare and organize financial strategies that align with each client’s unique goals and circumstances.

Cade is known for his thoughtful communication, attention to detail, and commitment to building lasting relationships. Whether he’s assisting with account management, preparing for client meetings, or helping to streamline internal processes, Cade brings a dependable and proactive approach to every task. His goal is to make working with our team as smooth and transparent as possible, while always keeping the client’s best interest at the center of everything he does.

Originally from Boise, Idaho, Cade moved to Tucson to attend the University of Arizona, where he earned his degree in Personal and Family Financial Planning. His academic background laid a strong foundation for his work in the financial services industry, and he continues to build on that knowledge as he pursues his CFP® certification, having already passed both the Series 7 and Series 66. He is currently in the process of transitioning into a financial advisor role, where he looks forward to serving families and individuals with integrity and care.

Cade’s passion for financial planning is matched by his love for the outdoors. In his free time, you’ll often find him golfing, fishing, hiking, or skiing, or anything that gets him outside and active. He enjoys exploring new places, spending time with friends and family, and embracing the natural beauty of the Southwest and beyond. Cade brings a grounded, client-first mindset to his work and is excited to continue growing in his role while making a meaningful impact in the lives of those he serves.