As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the office. She provides training on technical systems and assists with submitting business. She is a liaison with clearinghouse firms and account aggregation platforms. Her attention to detail, combined with her analytical and organizational skills make her an invaluable member of the team.
Cassie enjoys the outdoors and spends time horseback riding, fishing, and snuggling with her rescue dog Shelby!