What Can You Expect From Cassidy: 

Cassidy is a driver of efficiency, transforming complex paperwork into a refined and organized process. She manage forms and coordinates the intricate details of new accounts, annuities, and insurance transfers so you don't have to. Driven by a spirit of stewardship, Cassidy uses her patient and compassionate demeanor to ensure every client feels fully supported. She is an essential catalyst for our team, proactively managing tasks and easing the administrative weight for our clients.

Knowledge & Experience: 

Cassidy brings years of high-level customer service experience from the restaurant industry in both New Jersey and Florida, where she mastered the art of managing client needs in fast-paced environments. She holds a bachelor’s degree in psychology from Florida State University, a background that fuels her empathetic and detail-oriented approach to wealth management operations.

Get To Know Her: 

At home, Cassidy finds balance through baking and being a proud pet owner to her cat, Bean. She is a regular at concerts and stays active through running, Pilates, and golf. She deeply values her time with friends and family, especially when her sister returns home from Australia for a visit.