Cassie has been with the Viren Team since the beginning of 2013. She started as the Administrative Assistant at the front desk and moved into the role of Client Services Associate in the fall of 2014. Since then, she has worked hard to complete the training and testing required to become securities registered. In 2017 Cassie was promoted to her role as an LPL Registered Administrative Associate. In that position, she worked closely with Paul and Mike assisting with various service needs including: participating in client meetings, helping to manage the administration of client portfolios, and a variety of additional projects as needed. Over the years, Cassie has proven to be a dedicated employee with a go-getter attitude and has once again been promoted. Her current role is Financial Advisor and she is excited to be meeting with some of our Advisory clients as well as many of the 401(k) participants in the plans that we manage.
Cassie is FINRA registered with her Series 6, 7, and 63 registrations held through LPL Financial and her Series 66 registration held through Strategic Wealth Advisors Group and has also earned her Life & Health Insurance License in Washington State.
Cassie grew up in Spokane and, after graduating from Central Valley High School, earned her bachelor’s degree from the University of Idaho – GO VANDALS! She, along with her husband, stays busy working full-time and raising two rambunctious little girls (born in 2014 and 2017). Cassie thoroughly enjoys being a wife and a mommy!
You can reach Cassie by emailing her at email@example.com or by calling our office at (509) 462-0747.