Jason R. Jones, MBA, CPA, CFP®

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; he also holds a Master of Business Administration Degree 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 also 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

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 twenty 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

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 and her husband have been married for over 25 years and have four children. Katie enjoys spending time with family, reading, working on family history, and early morning walks with her dog.

 

Portside Wealth Leadership Team

 

Staci Compagno, CRCP®
Chief Compliance Officer, Co-Founder

Staci has over 20 years of experience developing and implementing compliance, risk assessment, advertising, supervisory, and training and monitoring programs. 

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Will Snider
Chief Operating Officer, Co-Founder

Will specializes in RIA and broker/dealer operations having helped build and scale multiple businesses' operations.

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