As a senior associate of client advisory, Cassidy is responsible for supporting client advisory in developing and implementing client portfolios, managing client portfolios and cash flow, as well as general financial analysis.

Prior to joining Crestone, Cassidy was a financial advisor with a small private wealth advisory firm in Denver, where she delivered custom advice and tailored financial solutions.

Cassidy received her Bachelor of Science in finance, with a concentration in wealth management, from the University of Wisconsin – Madison. She has earned her Series 7 and 66 FINRA licenses.

WHAT DO YOU ENJOY MOST ABOUT WEALTH MANAGEMENT?
The most exciting part of working in wealth management is the impact we are able to make on the lives of our clients and communities.
WHAT QUALITY OF YOURS MAKES YOU BEST SUITED TO WHAT YOU DO?
I’m purpose driven and love to understand what makes life meaningful for our clients. With a defined purpose, we can set strategic goals and work to achieve highly impactful outcomes.
WHAT DO YOU LOVE TO DO OUTSIDE OF WORK?
Outside of work you can find me enjoying all that Colorado has to offer – skiing, hiking, camping, and live music. I love to travel and do my best to see a new country each year.