Cassie Holmes bio headshot
Cassie Holmes Senior Registered Client Service Associate

Cassie specializes in client services, relationship management, and constructing Wealth Plans for clients alongside her Financial Advisors.

Cassie graduated from Oklahoma State University with a Bachelor of Science degree in Career and Technical Education. Her industry experience started in 2012 at Morgan Stanley, Wells Fargo, then Merrill Lynch when she joined the Carter Byford Wojtek team.

Cassie and her husband, Tyler live in a historic home in Oklahoma City and have two toddlers and a dog. They enjoy spending the weekends with family and friends and cheering on the Oklahoma State Cowboys and the Oklahoma City Thunder.