:: Lucien, Stirling & Gray ::

This was the most frequently asked question of Cass Grange when she and her husband quit their jobs to travel for a year. The questions and comments made Cass realize that most people don't have enough money saved for a week without pay, let alone a year of travel in the South Pacific.

“Being able to save and invest for such an experience was exhilarating and intellectually fun. I enjoyed the details. I found myself encouraging others to think consciously about their lifestyles and what they want to accomplish.” Her passion for goal planning and personal finance led her to a career in personal financial planning.

“I feel that all my experiences have helped me become a better planner,” says Cass. “Now that I have two sons of my own I appreciate the financial realities of parenting.” Cass says that her seven years of working in higher education fund raising has helped her discuss charitable giving with clients. “There is nothing more fulfilling than to help people, not only retire and have money to leave to their children, but to leave money to a favorite charity,” said Cass.

Cass joined Lucien, Stirling & Gray in 1995 after working for St. Edward's University as the director of major gifts. She has an MBA in business communications from the University of St. Thomas, in St. Paul, Minnesota and a degree in journalism from the University of Nebraska. Cass holds the NASD series 6, 63 and 66 as well as the Group 1 Life, Health & Disability insurance licenses.

She is a member of the President's Associates at St. Edward's University, Impact Austin and St. Catherine of Siena Church.

Cass and her husband, Tom, have been married 20 years and have two sons. “I encourage my clients to have a balanced life of both work and fun, saving and spending. I try to do same, and of course, saving does come first!”