Specialty
Cassie is dedicated to managing the day-to-day complexity of clients’ lives, along with the network of advisors who support them at AC Family Office. Her role is to carefully help manage what is most important to families, whether that involves tax and risk mitigation, investments, cash flow, lending, or estate planning. She is honored to become an extension of her clients’ successful companies and families, helping them work toward strategic priorities that may include building lasting legacies, supporting the charitable causes closest to their hearts, and preserving the wealth and companies that provide jobs in our communities.
Years of Experience
5+ Years
Educational Background
- St Andrews University, B.S. in Business Management
Designations & Licenses
- FINRA Series SIE, 7, and 63
Notable Information
- Cassie’s career in wealth management began with Private Wealth Asset Management and Fidelis Capital.
- She most recently served in business development at Smith Capital Investors, a boutique active fixed income management firm in Denver.
- While at St Andrews, Cassie played on the university golf team, competing across Europe.
- Cassie lives in Denver with her fiancé, Bredt, and dog, Blu. She enjoys skiing, golf, and traveling in her free time.
Contact
Direct & Text: 303.900.1925
*FINRA licenses have previously been held at broker-dealers. Advisors currently hold active Investment Adviser Representative registrations and have passed the Series 65 examination.
