As Operations & Client Services Manager of Capital Wealth Advisors in our Charlotte, NC office, Cassie is committed to providing an excellent customer service experience through a positive attitude and a high level of product expertise.
Cassie has over ten years of experience in the financial industry. Prior to joining Capital Wealth Advisors, Cassie was an Operations Manager at David Gandossy, LLC, and Director of Customer Service at Heafner Financial Solutions.
Originally from the Carolinas, Cassie spent many years traveling the country while her husband served in the Army. Now retired, they have returned home to settle in the Charlotte area.
Cassie enjoys spending time with her son, reading, and volunteering in her community. She has a passion for our youth and teaches religious classes at her church. To relax, Cassie spends time with her family in the quiet outdoors, hiking and camping.
- 6th Grade Sunday School Teacher, St. Philip Neri
- BS in Business Administration, Finance at Colorado Technical University
Designations & Licenses
- North Carolina Life Insurance Producer License
- North Carolina Notary Public