Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jason R. Jones, MBA, CPA, CFP®
Managing Member, Cache Financial
Jason is a Wealth Advisory Specialist and Managing Member of Cache Financial, LLC with over 20 years of experience in the financial services industry. Jason is native to Cache Valley, Utah. He received a Bachelor of Arts Degree in Accounting with a minor in German from Utah State University. Jason is a CPA. Prior to founding Cache Financial, he worked for Deloitte, an international accounting firm. Jason has been a long-time member of the Estate Planning Council of Northern Utah (EPCONU). He is a past-president of the Cache Chapter of the National Association of Insurance & Financial Advisors (NAIFA). Jason resides in Providence, Utah with his wife and four children. He enjoys working with and serving his clients. When not at work, he can be found fishing, hunting, golfing, skiing, or doing a myriad of activities with his family.
Kevin F. Blotter
Member, Cache Financial
Kevin is a member of Cache Financial, LLC. Kevin is a native of Cache Valley, Utah. He received a Bachelors of Science in Finance, a Bachelors of Science in Accounting, and a minor in Economics from Utah State University. Kevin enjoyed his days in college going to school and playing golf for the Aggie golf team. Kevin has been in the Insurance business for nearly 20 years. Kevin resides in Hyde Park, Utah with his wife and six children. He enjoys working with and serving his clients. When not at work, he can be found coaching his children, fishing, hunting, golfing, riding horses, camping with his family, or serving in his church calling.
Katie McBride
Administrative Assistant, Cache Financial
Katie has over ten years of professional experience and is a graduate of Utah State University. Katie is organized and detailed oriented. She enjoys working with and meeting new people. Her roles include client servicing, support, and communication. Katie enjoys spending time with family, reading, and early morning walks with her dog.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.