Cassie specializes in full-service wealth management and financial planning for business owners, executives, philanthropists, families, and policy organizations who want their deeply-held values reflected in how they grow, share, and pass on their wealth.
More than simple investment advice, Cassie’s wrap-around client service experience is founded on comprehensive, goal-based, values-informed financial planning. Clients appreciate having Cassie as their go-to advisor on all things finance, business, philanthropy, risk, and succession.
With the heart of a teacher, Cassie’s advice aims to expand her clients' understanding of strategic finance and wealth-building - including key topics in estate planning, alternative assets, advanced cash management, and the opportunities available to owners of closely-held businesses. As a person of deep faith, she values incorporating her clients' religious beliefs and moral priorities into their financial plans in ways they hadn't imagined were possible.
In addition to being Series 7, 66, and insurance licensed, Cassie is a Certified Financial Planner® professional, a Certified Plan Fiduciary Advisor®, and an Accredited Asset Management Specialist™. She holds a Master of Business Administration (MBA) degree from the University of Texas at Austin and Bachelor degrees in Accounting, International Business, and Management Information Systems from the University of Oklahoma. Boomer Sooner!
Cassie lives on Johns Island with her husband, Bobby, and their three children and two dogs. When not spending time with her family, Cassie can be found serving on the Boards of Hearts of Joy International and Reform Alms, volunteering at the Cathedral of St. John the Baptist and with the Junior League of Charleston, supporting Pro-Life causes, and enjoying the company of her fellow Chi Omega alumnae.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.