What is your role at CAISSA?
I wear a lot of hats at CAISSA. I primarily work as a financial planning associate but also have a hand in many other areas. I assist with our marketing efforts, client service and reporting software management, as well as other areas as needed.
What gets you excited about your work?
I love working with people in all aspects and with financial planning. I feel like it can really help someone to sleep better at night knowing what their situation looks like at that point in time.
How do you pass the
time when you're not in the office?
With two active kids, I spend most of my time running around with them. Between school functions, sporting events and spending time with our friends and family; we don't usually have much down time.
But when we do have a few quiet moments, you will usually find me trying to do anything I can outdoors, especially in the warmer months.
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