Cassie Bernard
Client Services AssociateCassie joined the financial industry in 2022 and is passionate about supporting our clients. A proud Ohio native, Cassie earned both her bachelor’s and master’s degrees from The Ohio State University. Outside of work, she cherishes spending time with family and close friends. Cassie is an enthusiastic traveler and is always planning her next trip. When she’s not on the go, you’ll either find her curled up with a great book, spanning everything from page-turning thrillers to insightful nonfiction, or spending time outdoors in Dallas, Texas, where she now calls home.
