A Southern California native, Cassie graduated from Loyola Marymount University with a degree in Political Science and a minor in Business Administration. Cassie’s career began working as a Marketing Associate for a large mutual fund company and retirement plan recordkeeper. After gaining experience and industry knowledge as an Implementation Coordinator assisting advisors, TPAs, and plan sponsors, implementing retirement plans, Cassie joined the CrossPlans team in April of 2016.
At CrossPlans, Cassie works closely with Jordan and Jack Cross to onboard all new plans and has developed an efficient, client-friendly system to implement retirement plans. In her free time, Cassie enjoys cooking, travelling and spending time with her husband and two young kids.
Optimism is the faith that leads to achievement.
– Helen Keller