Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods.

Bill Cassidy*, CLU, ChFC, LUTCF, CLTC

Managing Partner

(602) 230-2995

With over 30 years' experience in the Financial Services business, Bill is focused on helping his clients achieve their financial goals. As a Managing Partner of SCA, Bill helps to train and develop other advisors in the firm.

Daniel F. Clements*, CLU

Associate General Agent/Financial Professional

(602) 230-2995

(602) 230-2924

danielc@scaaz.com

Daniel Clements, CLU has been helping individuals and businesses in the area for over 25 years. His services include retirement planning, life insurance, long-term care protection, disability insurance, and guaranteed income. Daniel...

Dwight Spence*, CFP®, CLTC

Managing Partner

(602) 230-2995

Dwights@scaaz.com

Dwight has been in the financial services industry for over 35 years. He enjoys coaching and inspiring the Financial Advisors that work with SCA. In addition to his role as a Managing Partner, Dwight assists his clients with Financial,...

Scott Craddock*, RICP®

Associate General Agent/Financial Professional

(620) 230-2995

(602) 230-2924

scottc@scaaz.com

Scott is an Associate General Agent and Financial Professional at Spence, Cassidy & Associates. Scott primarily builds his practice through networking and referrals.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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