assie was formerly the CEO of a financial coaching company, Fiscally Fit™, that she founded in 2020. Her work helping young professionals, couples, and entrepreneurs plan for their financial futures brought her into Raymond James in 2022. In addition to being Series 7, 66, and insurance licensed, Cassie holds a Master of Business Administration (MBA) degree from the University of Texas at Austin and Bachelor degrees in Accounting, International Business, and Management Information Systems from the University of Oklahoma.

Outside of work, Cassie indulges her passion for non-profit organizations, and she especially values opportunities to contribute to their success through evaluation, feedback, and grantmaking. Cassie lives in Woodbridge, Virginia with her husband, Bobby, and their two children. When not spending time with her family, Cassie can be found serving with the Junior League of Washington, volunteering at St. Elizabeth Ann Seton Catholic Church, and cheering on her OU Sooners.

Raymond James is not affiliated with the above organizations and/or charitable causes.
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