Cassidy is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.
Cassidy has worked in the financial services industry for 3 years in administrative/client service roles at companies including Federation Bank and Cambridge Investment Research. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.
Education and licensing
She received an Associate degree in business administration from Kirkwood Community College.
Cassidy enjoys spending time with friends and family, reading, and arts and crafts. During her free time she enjoys being outdoors and repurposing furniture. Cassidy has two boys ages 7 and 9.
"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." - Dr. Seuss