Senior Managing Director

Ms. Cagle is responsible for developing and managing investment portfolios and bringing a broad array of services to high net worth individuals and families. With over 20 years of experience in the financial industry, she works closely with her clients to define goals, identify risks and develop a comprehensive plan to reach their goals.

Ms. Cagle is a member of The Financial Planning Association (FPA), The Association for Investment Management and Research (AIMR) and the CFA Institute of Investment Managers. She is the founding chair of Women Looking Forward, a philanthropic group with over 150 women donors who volunteer and give annually through the Orange County United Way. She is also a member of Women Investing in Security and Education (WISE), a non-profit organization that promotes the financial education of women and girls.

Ms. Cagle played an integral role in designing Focus On Women, a First Foundation initiative committed to helping female clients manage their complex financial lives.

Ms. Cagle earned her Bachelor of Arts degree from the University of Arizona and completed the Personal Financial Planning Program at the University of California, Irvine. She is a Certified Financial Divorce Practitioner©, a financial designation to assist individuals going through a property division.

Phone: 
(949) 622-3715