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Prosper planet pulse
Home»Investments»McCash withdraws from Iron Mountain-based investment business
Investments

McCash withdraws from Iron Mountain-based investment business

prosperplanetpulse.comBy prosperplanetpulse.comMay 10, 2024No Comments2 Mins Read0 Views
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David McCash joined the investment industry and First National Wealth on May 17, 2024 after nearly 25 years as a certified financial advisor, including 17 years as owner of McCash Investment Management. announced his retirement from management.

Mr. McCash is a native of Iron Mountain and graduated from Iron Mountain High School. He holds a Bachelor of Science degree in Economics and an Associate of Applied Science degree in Electromechanical Engineering Technology from Michigan Technological University in Houghton, Michigan.

After graduation, he worked for a major electrical contractor in Madison, Wisconsin, before moving to the Milwaukee area to become an applications engineer for Siemens Energy and Automation. With a desire to return home, David and his wife Kathy returned to the Upper Peninsula in 1996, where he ran McCash Investment Management Co., based in Mt.

“I joined First National Wealth Management with the intention of retiring in 2022, but I don’t know exactly when that will be,” McCash said. “Many of my clients who have already retired have said to me over the years, ‘You’ll know when the time comes,’ and the time has come. I am confident that my clients will continue to be well cared for by the knowledgeable and experienced team of Cindy Gustafson and Carla Snowdon at First National Wealth Management. The two have been together for over 20 years. ”

“I have had the opportunity to serve many wonderful people over the years and have been humbled by the many congratulations and words of appreciation I have received since recently informing my clients of my plans. I would like to express my sincere gratitude to my wife for her support and understanding of the time and sacrifices it takes to start a business.”

“We are thrilled to welcome David to our wealth management team,” said Russ Cashin, president and CEO of First National Bank & Trust. said. “Our organization benefited greatly from his extensive background as a wealth advisor and from his outstanding reputation and expertise in developing financial strategies for business owners, individuals, and families.”

Since retiring, Mr. McCash has been spending more time with his wife, Kathy, and daughters, Greta and Madeline, on the water and at the family cabin, places where going is not possible while running a business and working full time. I look forward to traveling to new destinations.



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