Cassondra assists Megan in executing the strategic financial plans tailored to each Dorn Wealth Management client. After reviewing the plans, Cassondra brings them to life by creating the associated paperwork. She then keeps track of each plan, ensuring continued alignment with clients’ short and long-term goals.
Prior to working at Dorn Wealth Management, Cassondra spent 5+ years as a Financial Assistant Supervisor at another firm. There, she guided colleagues through the customer service aspect of financial management.
Cassondra and her husband share two children and enjoy spending time with family and friends. She also loves to read and is a HUGE Packers fan.