Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Jason Schrimsher

Senior Vice President–Wealth Management

Financial Advisor

Jason's primary role is to custom-design investment plans for our clients and monitor the plan performance once in place. A Huntsville native, Jason is a graduate of UA Huntsville. In his free time, he's active with the Make-A-Wish Foundation, Leadership Huntsville, The United Way, and the CFP Continuing Education Program. Jason and his wife Greta live in Huntsville with their two children, Hannah and Jack.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

116 Jefferson Street South
Suite 100
Huntsville, AL 35801

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David Mann

Financial Advisor

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • KY
  • MD
  • MI
  • MN
  • MO
  • NC
  • NV
  • NY
  • OH
  • OK
  • OR
  • TN
  • TX
  • VA
  • WA
116 Jefferson Street South
Suite 100
Huntsville, AL 35801

Email Me

LeeAnn Cassingham

Wealth Strategy Associate

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA
116 Jefferson Street South
Suite 100
Huntsville, AL 35801

Email Me