Cassandra is the front line for customer service at our branch. She has a keen eye to every detail and enjoys cultivating the relationships with our clients in support of our Financial Advisors. She will ensure that your experience is positive, professional, and timely handled through the New Client On-boarding process, preparation of forms, and handling client’s requests.
Prior to joining us Cassandra worked in tax credit housing, rehabilitation facilities, and as a personal trainer all over Tennessee, Texas, and Ohio. She holds a Masters in Exercise Science & Rehabilitation, and recently graduated with a MBA.
When not in the office, Cassandra enjoys working out, hiking, reading, and attending various concerts and sporting events. Originally from Akron, Ohio Cassandra lives in Columbus with her two dogs Rocky and Austin.