PCA Client Service
Cassie joined IWP in 2020 with a background in business administration, financial services and marketing. Prior to joining IWP, Cassie worked at Charles Schwab as a financial service representative. While in college, she worked in administrative support for Colab: Lory Student Center Marketing and in informational video development for FirstBank. Cassie graduated with honors from Colorado State University with a BSBA in Financial Planning and was selected as the Top Graduating Senior in Financial Planning and an Outstanding Graduate for the College of Business. She holds her Series 7 and Series 63 licenses and is an active member of The Society of Financial Service Professionals.