Meet Cassandra
With over 20 years of experience in client services and education, Cassandra is an invaluable asset to the team as a Client Services Associate. Her extensive background has honed her exceptional communication, problem-solving, and relationship-building skills, enabling her to effectively address client needs and concerns. Cassandra’s passion for helping others pursue their goals aligns perfectly with the firm’s mission, and her wealth of experience ensures she will provide outstanding, personalized support to both advisors and clients, fostering trust and long-term satisfaction.
A Dean’s List and High Honors graduate of Ensign College, Cassandra completed her education while raising three children. Shortly after graduating, she transitioned into the financial services industry following many fulfilling years in the field of education.
Outside of work, Cassandra is deeply committed to spending quality time with her family. She and her husband, Ryan, have been married for over 22 years and are proud parents of three incredible children. Together, they enjoy camping, playing games, and cooking meals that bring them closer. Cassandra also finds fulfillment in serving her church and community, where she takes joy in helping create memorable experiences and events that enrich the lives of others. Her love for fostering connections and creating lasting memories drives much of her personal and volunteer endeavors.