Broker Check
Michael Cason, CFP®

Michael Cason, CFP®

Principal

A graduate of the University of Illinois in 1973, Michael has spent his entire career in financial services.  He is a CERTIFIED FINANCIAL PLANNERTM, CFP® with and in-depth understanding  of both investment and insurance. The knowledge he gained in 40 years in the financial service industry gives Michael the practical foundation in managing all of his clients’ complex financial needs.

Michael values the one-on-one time he spends his clients and their families, helping them plan for the future. Doing what is best for his clients is always his top priority. In today’s rapidly changing investment environment, Michael employs an investment strategy utilizing sound investment principles to manage his clients’ portfolios. 

Michael lives in downtown Chicago with his wife Jane and dog Balto.