Cassie Panzenbeck,

Cassie Panzenbeck has a passion for teaching others how to be strategic with their money. Clients look to Cassie for comprehensive financial plans to help grow their wealth and reach their goals - whether starting their careers, growing a business or non-profit, moving into their prime earning years, or preparing for the reward of retirement. Her areas of expertise include private and institutional investing, cash management, retirement plan management, exit/succession planning, and estate planning.

Cassie was formerly the founder and CEO of a financial planning and coaching company. Her work helping couples, young professionals, and entrepreneurs plan for their financial futures brought her to Raymond James in 2022. In addition to being Series 7, 66, and insurance licensed, Cassie is an Accredited Asset Management Specialist™ and a Certified Plan Fiduciary Advisor®. 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.

Cassie lives in Woodbridge, Virginia with her husband, Bobby, and their two children. When not spending time with her family, Cassie can be found serving on the Board of Hearts of Joy International, volunteering with St. Elizabeth Ann Seton Catholic Church and the Junior League of Washington, and enjoying the company of her fellow Chi Omega alumnae.

Raymond James is not affiliated with the above organizations and/or charitable causes.