Cassie Cox

Growing up, I watched my parents struggle financially, while still giving me all that they could. I wanted to change that future for myself and my daughter. As a single mom, I believe anyone can create the life they envision with the proper guidance.

I have a passion for educating my clients to help them feel empowered to understand how their strategy works in plain language.

I work with individuals, families or business owners, taking time to understand what's most important to them. Once I understand where they are today and where they want to be, we will build a personal...