Cassidy joined 509 Wealth Management as a Executive Assistant in 2019 and spent over five years with our practice. She then spent some time away expanding her professional experience and perspective, and returned to the team in 2026, bringing fresh insights and renewed energy. As a valued member of our team, we are thrilled to welcome her back and look forward to the continued impact she will make for our clients and our practice.
Outside of work, Cassidy enjoys spending time with her family, going to the river, and being present for her kids as they learn and grow.