Cassie brings a client-first spirit and polished attention to detail to her role as Client Service Specialist at RetireSimply. With a passion for helping people feel confident and supported through the retirement planning journey, she serves as a dependable resource and advocate for each client.
In her day‑to‑day, Cassie helps onboard new clients, manage account documentation, address service requests, and act as a liaison between clients and planners. She believes in creating a positive client experience by being responsive, proactive, and always striving for clarity.