Jason R. Jones, MBA, CPA

Jason is a Wealth Advisory Specialist and Managing Member of Cache Financial, LLC with over 15 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 is a member of the Estate Planning Council of Northern Utah  (EPCONU). He is also a member 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.

Tami Crookston

Tami has over 20 years of experience as an administrative assistant in the financial services arena. Tami is a people person and loves interacting with others. Her role includes client scheduling and communication. She helps our clients with whatever she can to make their life easier. She is also a Notary. Tami has been married for over 40 years. She has four children and ten grandchildren. She loves camping, four wheeling, watching sports, and spending time with her grandchildren.

 

TownSquare Capital Staff

Kurt Brown
Chief Investment Officer

As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers.

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Monica Sonnier, CPA, CFA
Head of Fixed Income

Monica specializes in fixed income analysis and management and has over 20 years experience in institutional portfolio management. 

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Chris Hedquist, CFA, CFP®
Senior Portfolio Strategist

As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. 

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Michael Folker
Head of Operations

Michael joined TownSquare in June 2017 as the Chief Operations Officer, and is responsible for ensuring various departments work seamlessly together. 

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Jordan Miller
Head of Case Design

As an analyst with TownSquare, Jordan assists advisors in analyzing, designing, and implementing client investment portfolios. 

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Xavier Desforges
Head of Trade Desk

Xavier Desforges joined TownSquare as the Head of the Trade Desk in September 2017. He brings the experience of trading for two different advisory firms prior to coming to Townsquare.

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Brady Webb
Trading
Brady Webb joined TownSquare as a member of the trade team in July 2018.  After graduating from Utah Valley University’s School of Business, Brady spent 10 years in banking and lending before getting his Series 65 and joining an investment advisor as a trader in 2015.

 

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Trenton LaPorte
Trading
Trenton joined the TownSquare Trade Desk May of 2018. He graduated in Business Finance from Brigham Young University – Idaho in December 2015 and brings two years of trading experience managing over $500MM and has his Series 65.

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