Cassie blends leadership, client care, and team support in her role as Client Service Administrator. Her years in hospitality of assisting staff, communicating with customers, and keeping daily workflow running smoothly have strengthened her organizational abilities and created a calm, thoughtful approach to problem‑solving.
She has also coached varsity volleyball for more than a decade, giving her a strong foundation in mentorship, planning, and helping teams perform under pressure.
Married with two children and two lively German Shorthaired Pointers, Cassie loves spending time on the lake with her family and brings that same steady, encouraging energy to supporting clients and advisors.