Cassandra Gendron, CFP®, Client Service Associate
Cassie is a Client Service Associate responsible for supporting our client day-to-day needs and provides administration and operational support to the firm. Cassie brings 7 years of experience in the financial industry working in a variety of capacities including banking and financial planning. In 2018 she became a CERTIFIED FINANCIAL PLANNER™ (CFP®). “We are very excited to have Cassie join our team”, says CEO Ben Nostrand. “With her professional background, attention to detail, and passion for helping people, she will play a critical role in our business serving as an extension of the client servicing and relationship management team”.
Cassie resides in Colchester, with her husband Chris and daughter Chiara, and enjoys boating, running with their dog Dalton, exploring new restaurants, and spending time with her family.
Cassie graduated from Providence College in 2012 with a BA in Social Work and Business Studies.