Welcome Andy Tate, Ben Setterlund and Scot Bolland
By Jeff Ohe, November 20, 2020
Cahill Financial Advisors is pleased to welcome three new additions to Team Cahill! Andy Tate and Ben Setterlund have joined our firm as Principal Advisors and Certified Financial Planners™, and Scot Bolland has joined our firm as their team Practice Coordinator. Andy and Ben have been partners in wealth management and financial planning since 2001 where they began their career focusing on providing services to medical professionals, and their practice grew over the years to over 200 families across the Unites States. Scot joined their team 14 years ago, and the three of them bring a wealth of knowledge and experience to our team. We look forward to welcoming their clients to our Cahill community!
Andy Tate, CFP ®, ChFC - Principal, Wealth Management andy@cahillfa.com
Ben Setterlund, CFP ®, CDFA - Principal, Wealth Management ben@cahillfa.com
Scot Bolland - Practice Coordinator scot@cahillfa.com
Andy, Ben and Scot can be reached out our main office by calling (952) 926-1659.
Client Login Links
Login to the Cahill Client Portal or directly to your account custodian's website:
Continue on to the Schwab website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Schwab neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Cahill Financial Advisors under which Schwab provides Cahill Financial Advisors with services related to your account. Schwab does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue on to the Fidelity website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the Fidelity., Inc. ("Fidelity") Website.
Fidelity is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. Fidelity neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, Fidelity does not endorse or recommend the investment strategy of any advisor. Fidelity has agreements with Cahill Financial Advisors under which Fidelity provides Cahill Financial Advisors with services related to your account. Fidelity does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by Fidelity or a solicitation of any offer to purchase or sell any securities.
Continue on to the SEI Investments website?
You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the SEI Investmensts Website.
SEI Investmensts is a registered broker-dealer, and is not affiliated with Cahill Financial Advisors or any advisors whose names appear on this Website. Cahill Financial Advisors is independently owned and operated. SEI Investments neither endorses nor recommends Cahill Financial Advisors. Regardless of any referral or recommendation, SEI Investments does not endorse or recommend the investment strategy of any advisor. SEI Investments has agreements with Cahill Financial Advisors under which SEI Investments provides Cahill Financial Advisors with services related to your account. SEI Investments does not review the Cahill Financial Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Cahill Financial Advisors Website should not be considered to be either a recommendation by SEI Investments or a solicitation of any offer to purchase or sell any securities.