Get To Know Cassandra
This week, meet our Lead Service Advisor, Cassey Jones. Cassey grew up in Spokane, Washington and graduated from Central Washington University with a degree in Business and Personal Financial Planning. She has always had a desire to help others and have an impact on those who are looking to improve any aspect of their life. She cares about others being able to find the happiness they are looking for and believes that finances usually play a major role in that. After graduation, Cassey moved to Arizona where she joined our team in the Scottsdale office! Outside of work, Cassey loves to play pickleball and volleyball. She also enjoys spending quality time with her family and her husband, Trenton. Cassey is very musically talented and can play both the violin and piano. What a cool hidden talent! Iceland is #1 on Cassey’s bucket list. Her favorite dessert is chocolate chip cheesecake bars. Keep reading to learn more about Cassey:
- Growing up, she wanted to be a police officer.
- If Cassey could have any superpower, it would be the ability to fly!
- Cassey collects letters.
- Her favorite season is spring.
- A tater tot casserole is Cassey’s favorite meal. That sounds delicious!
- When at a restaurant, she will order a glass of water with no ice to drink!
If Cassey could meet anyone, it would be Buddha. She would ask him how to obtain serenity.
Hi, I am Cassandra. I am a Service Advisor with CorePath Wealth Partners and work in the Arizona office location. I grew up in Washington and graduated from Central Washington University with a degree in Business and Personal Financial Planning. I have always had a desire to help others and provide advice to those who are looking to improve any aspect of their life. I care about others being able to find the happiness they are looking for, and finances usually play a large part in that. Here at CorePath, we work together with our clients to plan and manage their financial situation in a way that allows them to reach their goals and live the lifestyle they desire. It is important to us that we develop a relationship of transparency and where both the advisor and client do their part to fit all the financial puzzle pieces together. As a Service Advisor, I work alongside the advisors to provide the best service and assure that our client’s needs are taken care of.
CorePath Wealth Partners Phoenix
The Waterfront Building
7114 E. Stetson Dr. #205
Scottsdale AZ 85251
Cell phone 520.429.7549