Overview
Cassie joined Baird in 2018 and has over 30 years of experience in wealth management. She has particular expertise in providing multigenerational and charitable planning as well as working with women. She works closely with clients’ other advisors to provide coordination of planning.
Prior to Baird, she served as a Principal and Client Relationship Manager at Riverbridge Partners, LLC. Prior to that, she worked at Family Philanthropy Advisors, UBS Financial Services & Piper Jaffray.
Education
Cassie received her BA from St. Lawrence University. She has also attained the CERTIFIED FINANCIAL PLANNER®certification.
Team Role
Cassie oversees client relationships as well as the comprehensive planning provided to clients. As a CFP® professional, Cassie has completed extensive training and is held to rigorous ethical standards in providing advice to clients. She takes a great deal of care in understanding each client’s unique situation to ensure that she and her team can guide them in all aspects of their financial life.