Cassie has been with the Viren Team since the beginning of 2013. Since then, she has worked hard to complete the training and testing required to become securities registered. Over the years, Cassie has proven to be a dedicated employee with a go-getter attitude receiving several promotions. 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 and her CFS® (Certified Fund Specialist®).
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 beautiful girls (born in 2014 and 2017). Cassie thoroughly enjoys being a wife and a mommy! In her free time, she can be found traveling, enjoying her family cabin on Lake Coeur d'Alene, curled up with a good book, or exploring local events, attractions, and restaurants.
You can reach Cassie by emailing her at firstname.lastname@example.org or by calling our office at (509) 462-0747.