At New Heights Financial Services, we believe you deserve to live the retirement of your dreams. That's why we've dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you're looking for a team to guide you at every step on your retirement journey, we're here to help.
Chad Cassiani’s approach to retirement planning can be described with one phrase: Full-service. As a licensed financial advisor and law professional, he provides his clients with an extensive range of services and knowledge to help them plan for the future.
Chad has worked with clients since 1988 and started his own firm in 1997. He has passed the Series 65 securities exam and holds life and health insurance licenses in the states of Wisconsin, Illinois, Missouri, Nebraska, New Jersey, Georgia, and Florida. Chad also has a Bachelor of Science in accounting and an MBA, and he earned his JD in MAcc-Taxation from the University of Wisconsin Law School.
Chad’s wife, Julie, is also an investment advisor and manages her own agency. They have two grown sons: Joshua (Stephanie) and Jordan, who also works for New Heights Financial Services. They are also proud grandparents to Everly Rose. An avid outdoorsman, Chad enjoys golfing, hunting with a bow or gun, camping, and travel. During football season, you can find him cheering for the Green Bay Packers.
Logan is a licensed financial representative at New Heights Financial Services Inc. and holds both his Life and Health insurance licenses. He has been with New Heights for over two years now. He has worked closely with Attorney Cassiani and has been instrumental in helping prepare and execute client’s financial plans to help them reach their personal retirement goals.
Logan is originally from Freedom, WI. He graduated from Beloit College with a bachelor’s degree in Business Economics/Finance. Logan played basketball collegiately during his time at Beloit. He has continued enjoying the game post-college by helping coach the Appleton East Boys basketball program with his father at the JV and Varsity levels. He enjoys watching the Green Bay Packers in the fall…Go Pack Go!
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM, New Heights Financial Services, Inc., and Cassiani Law Offices are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
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