Cass Grange

Senior Advisor Associate and
Director of Business Development

CH CH CH CHANGES:  Turn and face the changes, that is Cass Grange’s mantra as a parent, spouse and daughter, friend and investment advisor.

As an advisor, Cass says her most important role is to help clients plan; to see clearly what stage of life they and their loved ones are in now, to understand where they are headed, and to prepare now for those eventualities.  It isn’t as easy as it sounds. Some of it involves making financial decisions, but much more of it involves confronting highly emotional decisions.

“People need to raise their heads above the noise and distractions of the daily grind and think strategically,” said Cass.  She brings her own experiences of dealing with parents as she helped them move from the family home into independent living and then to skilled care.  As a board member at Family Eldercare for seven years, and past board chair, Cass has learned a great deal in helping seniors in transition.

Cass is a founding member and past president of the Planned Giving Council of Central Texas since 1993.   She has a wealth of contacts in the Austin community and can refer client to exactly the right estate planning attorney for them.

As the former director of Major Gifts for St. Edward’s University, Cass has extensive experience helping people plan their philanthropic giving.  She loves to help families navigate their charitable giving in a thoughtful way with an eye towards tax savings, and legacy planning and donor fulfillment.

Married 33 years to her college sweetheart, Cass knows the role money plays in long term relationships, both good and bad.  With two sons attending the University of Texas at Austin, Cass has first hand experience at saving for college and navigating all the complicated choices involved.  “One of my greatest pleasures as an advisor is to help clients save for their children and grandchildren’s educations.  It is gratifying to see these kids grow up and graduate and become independent adults in the community.”

Cass enjoys public speaking and talks in the community on college planning, transitions, confronting parents on their next move, and many other topics.  She enjoys taking watercolor and acrylic painting lessons.

  • Member of the gift planning committee for St. Edward’s University
  • Member of the finance committee for Austin Grief and Loss
  • Board member of the Arc of the Capital Area

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