After nearly 25 years as a licensed financial advisor, including 17 years as the owner of McCash Investment Management, David McCash has announced his May 17, 2024 retirement from the investment industry and from First National Wealth Management.
Mr. McCash is an Iron Mountain native, and a graduate of Iron Mountain High School. He holds a Bachelor of Science Degree in Economics as well as an Associate of Applied Science Degree in Electro-Mechanical Engineering Technology from Michigan Technological University in Houghton, Michigan.
Following graduation, he worked for a large electrical contractor in Madison, Wisconsin before moving to the Milwaukee area to become an Application Engineer for Siemens Energy and Automation. With a desire to move home, David and his wife Cathy migrated back to the Upper Peninsula in 1996, where he operated the Iron Mountain-based McCash Investment Management, Inc.
“I came to First National Wealth Management in 2022 in anticipation of retiring, but not exactly sure when that would happen,” said McCash. “Many of my already retired clients have told me over the years, “you’ll know when it’s time,” and that time has come. I am confident that my clients will be well cared for going forward with First National Wealth Management’s knowledgeable and experienced team of Cindy Gustafson and Cara Snowdon, both of whom I’ve known for over 20 years.”
“I have had the privilege of serving many wonderful people over the years and am humbled by the well wishes and words of appreciation that I have received since recently notifying clients of my plans. I would like to express my sincere gratitude to my clients for their trust and friendship over the years—it has been a true blessing. And a special thank you to my wife for her support and understanding of the time and sacrifices it takes to start a business.”
“It’s been a great pleasure having David as part of our Wealth Management team,” said Russ Kassin, First National Bank & Trust President & CEO. “Our organization greatly benefited from his extensive background as a wealth advisor, along with his outstanding reputation and expertise in developing financial strategies for business owners, individuals and families.”
In retirement Mr. McCash looks forward to spending more time with his wife Cathy and daughters Greta and Madeline on the water, at the family cabin, and traveling to the destinations that were simply impossible to get to while owning a business and working full time.