With a passion for financial planning, Cassidy joined our team as a Financial Planning Associate. Cassidy is a graduate of West Virginia University with a major in Finance and an emphasis in Wealth Management, as well as a minor in Marketing. With her education and experience, Cassidy brings a solid foundation of financial planning concepts to Potomac Financial Consultants.
Cassidy is an unregistered associated person of Kestra Investment Services, LLC. She is currently working on her FINRA licensing exams to become a registered representative of Kestra Advisory Services.
In her free time, Cassidy loves taking long walks with her dog, diving into a good book, and practicing yoga. She is also a big fan of traveling and enjoys spending time with her family.