This browser is not currently supported. Please upgrade to a newer version of Google Chrome, Mozilla Firefox, or Internet Explorer 9 through 11 for the best experience.
Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Cason Cusack is a Client Relationship Manager with Oxford Financial Group, Ltd. Cason uses his extensive experience in all aspects of financial planning to help clients meet their financial planning needs and implement their investment strategies.
I am passionate about building deep, personal relationships with clients. That understanding of client objectives enables me to strategically and proactively address their complex needs every
Prior to joining Oxford, Cason was a Portfolio Consultant at Schwab Private Client Investment Advisory where he served as the daily point of contact for clients on holistic wealth management inquiries. Cason graduated from Brigham Young University with a Bachelor’s degree in Global Studies. He is a Certified Financial Planner® professional, and previously held health, life and long-term care insurance licenses.
Cason is active in the community, serving as a volunteer at the International Center of Indianapolis and the Butler Tarkington Neighborhood Association. He also serves on the board for the Fairview Early Childhood Program. Cason became fluent in Spanish after volunteering and living fulltime for two years in Argentina.
Cason and his wife Kaela live in Indianapolis with their young son, Cavan. Cason enjoys scuba diving and domestic and international travel.