Cassidy joined our team in 2022 as a Client Care Specialist. Cassidy obtained two bachelor’s degrees from Central Washington University in the areas of Business Administration and Personal Financial Planning and is excited to use these degrees to begin her career in the financial planning industry. Prior to joining the team at A&I Financial Services, she worked as a legal clerk as well as a tutor and academic skills coach at her university.
Cassidy was born and raised in Federal Way, Washington but chose to move out to Colorado following her college graduation. She loves her new home and enjoys spending time outdoors walking, hiking, biking, or just having a picnic.
In her spare time, Cassidy will likely be found enjoying the outdoor scene in Colorado with her dog, going on spontaneous adventures with her husband, being involved with various children’s programs, or watching a football game.
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