Katie Martin Hewitt is a financial advisor at Cascade Financial Strategies with Series 63 and Series 65 designations and two years of industry experience. Her prior work includes roles at Northwestern Mutual and The H Group, Inc. She also serves as a bookkeeper and office manager for Intrinsitech Corporation outside of her advisory duties. Cascade Financial Strategies serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $151 million across about 307 client relationships, using a discretionary investment approach that includes mutual funds, ETFs, individual securities, and private placements for accredited clients.

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.