In her current role, taking time to get to know her customers and building lasting relationships is what she enjoys most. “It’s all about relationships”, she says. “By getting to know my customers, I can provide unique solutions for their personal goals”. Cassie takes the time to listen to her clients’ stories in order to better understand their specific goals, needs, and sometimes fears. Through this discovery process, she offers individualized investment advice and long-term investment planning. “Even the most complex financial situations can be worked through if you take the time to get to know your client and understand their individual needs.” Cassie adds.
Cassie enjoys being part of an organization with strong ties to the community, as she is heavily involved in the community outside of work. She is active in the community as a member of the Forney and Seagoville Chamber of Commerce, as well as local marketing groups. She and her husband are also co-facilitators of various community grief support groups and kid groups in her local community. In her spare time, she loves spending time with her husband and five children.
Cassie holds the following professional certifications, registrations and licenses:
- Accredited Asset Management Specialist (AAMS®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- FINRA Series 7, 63, 66 and 24 registrations with Ameriprise Financial
- Life, Accident & Health LicensesCassie holds the following professional designations, registrations, and licenses:
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