Business Intelligence and Revenue Strategy
Transform asset, revenue, client, and operational data into dashboards and performance frameworks that reveal opportunities and support better decisions.
Where Strategy Becomes Execution
Cade Debus
Chief Operating Officer
Building the systems, intelligence, and operating discipline that help advisory businesses grow with greater clarity, capacity, profitability, and long-term value.
Lean Six Sigma
Black Belt · Process & Performance Leadership
01
Business Intelligence
Turning Data Into Decisions
02
Advisor Growth
Creating Capacity and Enterprise Value
03
Enterprise Scale
Building Systems That Grow With the Firm
The Operating Perspective
Growth becomes durable when the business behind it is built to perform.
A stronger advisory business needs more than ambition. It needs visibility, discipline, aligned teams, and systems that can support what comes next.
I lead Coastline’s operational strategy with a focus on strengthening both the firm and the advisory businesses it supports.
My work connects practice management, revenue strategy, business intelligence, organic growth, marketing, operational infrastructure, and team design. The goal is to help advisors create more capacity, improve profitability, and build greater long-term enterprise value.
Across Coastline, I develop the operating systems and cross-functional discipline needed to support advisor integration, technology adoption, acquisitions, and continued growth.
Building the Coastline Platform
The infrastructure behind a more scalable enterprise.
Cade brings the firm’s data, people, technology, and processes together so Coastline can grow while maintaining clarity and operating discipline.
Scalable Operating Systems
Design processes that reduce complexity and key-person dependency while improving consistency, accountability, and execution across the firm.
Advisor Integration and Technology
Strengthen the systems that support advisor transitions, technology adoption, data governance, and coordinated implementation.
Organization and Team Design
Clarify roles, workflows, service models, and leadership responsibilities so teams can operate with greater capacity and focus.
How I Help Advisors
Build a more scalable, profitable, and valuable advisory business.
The strongest opportunities are often already inside the business. Better visibility and a coordinated operating plan make them easier to act on.
Understand the Business Behind the Book
Evaluate revenue, assets, client segments, service demands, team capacity, and growth patterns to see where the business is strong and where it is constrained.
Improve Revenue Productivity
Use performance data to identify opportunities to deepen client relationships, increase wallet share, improve pricing discipline, and strengthen organic growth.
Create More Capacity
Reduce operational friction, clarify team responsibilities, improve workflows, and create a service model that gives advisors more time for high-value work.
Prepare for the Next Stage
Build the operating discipline and visibility needed to support succession, acquisition, integration, or the next phase of independent growth.
Executive Authority
Authority built across complex organizations.
Cade’s experience spans government contracts, global institutions, Fortune 500 engagements, technology, data, and executive leadership. She brings that broader operating perspective to the challenges facing modern advisory firms.
Build What Comes Next
What could your business become with the right operating structure behind it?
If you are preparing for growth, succession, acquisition, or a more scalable future, start a confidential conversation about the business you are building.
Book a Call With Cade
Shared Expertise
Strong operations are built by strong teams.
Cade’s work is carried forward by the leaders, advisors, and specialists who bring Coastline’s strategy, systems, and client experience to life every day.
Garrett Taylor, CRPC®
Founder & Managing Partner
Garrett Taylor has a remarkable track record of growth. He founded both Coastline Wealth Management and sister company Advisor Successions in 2012. Over the last few years, his independent investment...
David J. Mammina, CFP®, MBA, CRPC®
Partner & Financial Advisor Corporate Headquarters- Port Jefferson, Toms River, Woodbury
David became involved in the financial planning industry when he realized that financial literacy was an important part of everybody’s life but wasn’t being implemented or taught to anyone...
Shiraz Zaidi
Partner & Financial Advisor
As Partner and Financial Advisor at Coastline Wealth Management, Shiraz has a mission to help clients align their finances with their values, decrease financial stress, and find contentment through a comprehensive financial planning...
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Robert Calabretta
Chief Investment Officer
As Director of Investments, Robert Calabretta brings over 25 years of institutional investment experience to the Coastline team, where he heads the Investment Committee. Robert began his career in New York with Morgan Stanley...
Denis O'Leary
Director of Wealth Management Corporate Headquarters- Port Jefferson, Woodbury, Toms River
Denis recently joined the Coastline team in August 2022 as the Director of Wealth Management. Prior to joining Coastline, Denis was a Wealth Management, Trust and Investment Executive for over Twenty-Five years...
Daniel Schwamb
President, Business Development
Daniel Schwamb serves as President of Business Development at Coastline Wealth Management, where he leads the firm’s advisor growth, strategic partnership, acquisition, and succession planning initiatives.In his role, Dan works with...
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