Cassie Cervantes
Operations
Cassie began her finance career in 2017, quickly establishing herself as a team player with a talent for leading high-performing teams. Her passion for finance started from learning that traditional education often overlooks essential skills needed to be on the path for financial success. Eager to share her experiences, Cassie is excited to support our financial professionals by taking on an operations role for our office.
Outside of her professional life, she enjoys a fulfilling life with her husband, Alec, and their dog, Clover. In 2024, Alec persuaded her to move to Iowa, and she has wholeheartedly embraced the unique experiences that the state has to offer. Cassie loves new adventures, volunteering, traveling, and cherishing quality time with family.