Senior Client Analyst
After nearly 15 years in the finance industry, Cassandra joined LNWM because it’s an ideal combination of big and small. We have the capabilities of large firms, she points out, yet we can be very nimble and responsive to each client. This “in-between” space Cassandra believes is the ideal environment for working with clients not just to optimize their investment portfolios but to help them apply what they know, what they believe in, and what they own to make a difference in their lives and the lives of others.
While Cassandra works with different generations within families, she is especially fond of connecting with younger people, helping them gain confidence in managing money and making life choices. Having lived mostly in the Pacific Northwest, she is also a big proponent of community involvement and the work LNWM does to improve the lives of everyone in the regions in which we operate.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Experiential Learning, Interdisciplinary Studies
Eastern Washington University
Community and Industry Affiliations
- Women in Finance, Seattle chapter