To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck. http://brokercheck.finra.org
President and Founder
Brandon Cass is the President and Founder of Intrepid Wealth Management located in Carlsbad, California. He serves as Financial Advisor to individuals, families and business owners. He is a Certified Wealth Strategist (CWS) and holds the Series 7, 66 and 24 securities licenses.
Brandon is passionate about making an impact in people’s lives. He is dedicated to helping clients on their financial journey to experience financial peace. Brandon started as a Financial Advisor in 2005 with one of the largest independent investment firms in the western U.S. Brandon strives to inspire others to identify what is most important to them in their life and to stay courageous on their journey.
Brandon was born and raised in Pasadena, CA. He came to San Diego for college where he obtained his B.A. from San Diego State University. Brandon is active in various ministries at his church North Coast Calvary Chapel and serves as a Board Member of Unveiling Lies based in San Diego, CA. He and his wife Meghan have three boys; Dylan, Ryder and Maverick. He enjoys quality time with his family, golf, basketball and competing in Spartan races.
CA Insurance Lic. #0E80823
Head of Operations and Client Services
Daniel McMahon is Head of Operations and Client Services at Intrepid Wealth Management. He has an exceptional ability to manage many moving parts at the firm.
Daniel got started in the financial services industry in 2011 after obtaining his degree from UCSD. He holds the Series 7 and 66 securities licenses. His experience as a Financial Advisor has given him the ability to understand the needs of clients and the importance of getting a plan in place. As a result, Daniel is in charge of our financial planning software and helps clients get their assets organized.
Daniel was born in Hemet, CA and lived in Yucca Valley until he was 18. He and his wife Chelsea live in Oceanside, CA. and enjoy time with their two dogs; Dakota & Dallas. They love to travel and spend a fair amount of time in Palm Desert visiting family.
CA Insurance Lic. #0I38346
Darshan Shelgikar is a Wealth Advisor with Intrepid Wealth Management. He serves as Financial Advisor to individuals, families & business owners. He holds the Series 6,7,63 and 66 securities licenses.
Darshan got his start in 2000 as a Proprietary Equity Trader interacting with the European, Asia and U.S. markets. He brings a unique skill set to his client relationships having worked in the financial markets directly. His ultimate goal was to do full financial planning for clients. Darshan takes his fiduciary responsibility seriously and is committed to helping clients along their financial journey. His goal is to deliver financial peace so his clients can enjoy their lives and not worry about their finances.
Darshan was born and raised in Milwaukee, WI. He finished his undergraduate degree in Quantitative Economics at the University of Wisconsin-Milwaukee. Darshan enjoys the active lifestyle in San Diego. You can often find him in the gym where he continues to challenge himself physically. He enjoys visiting his family and friends in Wisconsin and taking care of his cats, Hamilton and Daisy.
CA Insurance Lic. #0L62196
Director of Marketing and Client Events
Meghan Cass is the Director of Marketing and Client Events at Intrepid Wealth Management. She enjoys bringing people together and creating memorable client experiences.
Prior to joining the team, Meghan was a licensed esthetician. Providing care and hospitality comes naturally to her. Her organizational skills and attention to detail are greatly appreciated at the firm.
Meghan is the proud mother of three boys; Dylan, Ryder and Maverick. She and her husband Brandon reside in Carlsbad and are active at their church North Coast Calvary Chapel. When she gets a break, she enjoys yoga, tennis and dance. Meghan also serves as a Board Member of a Non-Profit called Unveiling Lies, based in San Diego, CA.
Life and Legacy Advisor
Kevin Bruce is a Life and Legacy Advisor with Intrepid Wealth Management. He serves families, individuals and business owners who are thinking about their future needs in regards to Life Insurance, Long Term Care (LTC), and Annuities. He holds a California Department of Insurance License as a Life/Health Agent.
Kevin’s journey in this industry began with his own personal experience in acquiring life insurance to protect his family. He was given a poor rating at his first attempt due to some past and current medical history. But if you know anything about Kevin, he likes to research and find a better deal. Navigating the policies and being patient, he was able to find the right policy that worked for him and his family. He hopes to be able to share his experience and research with you to do the same.
Kevin was born and raised in Northern, CA. In 2002, he attended Calvary Chapel Bible College to grow in his relationship with God and graduated with his Associates in Theology. After serving the Lord bi-vocationally for 15 years, an open door at his home church in Oceanside afforded him the privilege to minister full-time. He is now the Men’s and Prayer Pastor at Calvary Chapel Oceanside. His first love is God, second his family and he loves the Church. In his spare time, he enjoys being with his family, friends, reading, coaching soccer and helping others discover financial peace through legacy planning.
CA Insurance Lic. #0M97667
Kevin Bruce is not affiliated with SagePoint Financial, Inc.
Group Retirement Plan Specialist
Billie Cook is a Certified Financial Planner (CFP) and helps individuals, families and business owners with all of their wealth management needs. At Intrepid Wealth Management, he specializes and handles group retirement plans for small and medium sized businesses.
Billie got started in the financial services industry in 2011 and holds the Series 6,7,63 and 65 securities licenses. He also holds the CFP (Certified Financial Planner) and CSSCS (Certified in Social Security Claiming Strategies) designations. He is equipped to handle complex planning issues and is a valuable asset at our firm.
Billie grew up in Upland, CA played collegiate soccer and eventually found his way to San Diego to finish school at Point Loma Nazarene University. He continued with his passion for soccer where he coached a club team in San Diego. Billie and his wife Sarah live in Del Mar, CA and enjoy time with their two dogs; Charlie and Sloane. When Billie gets some time away, he enjoys fishing, surfing and playing golf.
CA Insurance Lic. #0H78311
Pat Posada is the Compliance Director at Intrepid Wealth Management. With over 35 years of experience in financial services, she is an accomplished professional handling all supervisory responsibilities at the firm.
Pat got started with Dean Witter in 1983 and holds the Series 4,7,8,9,24,63,65 and 99 licenses. She has been a Certified Regulatory Compliance Professional (CRCP) as designated by FINRA and the Wharton School since 2000. She has several industry associations including the National Society of Compliance Professionals (NSCP) where she has been a featured speaker at regional and national conferences.
Pat continues to make great contributions to our industry and she is a blessing to have at Intrepid Wealth Management. She enjoys spending her free time with her granddaughter and family in San Diego.