Investment Administrator
Cassi is an experienced Investment Administrator dedicated to delivering thoughtful, high-quality service to Premier Financial Group clients. Having originally joined Premier in 2013, she brings over eight years of prior experience in the role, during which she served as a lead trainer for the Investment Administrator team and helped set a high standard for client care across the firm.
A Humboldt County native, Cassi returned to Premier in 2025 after a hiatus to care for family. Known for her warm, approachable manner and keen attention to detail, she provides clients with responsive and personalized support. She works closely with advisors to ensure seamless daily operations and a consistently exceptional client experience.
Cassi thrives in Premier’s collaborative team environment and finds deep satisfaction in helping both clients and colleagues succeed. Her professionalism, organizational strength, and dedication to service make her a valued member of the advisory team.
Education & Background
Specialties
Cassi specializes in streamlining service workflows, supporting client relationships with care and clarity, and helping foster a team culture rooted in collaboration and excellence.
Personal
Outside of work, Cassi enjoys life with her high school sweetheart and husband of nearly 20 years, along with their three children – Noah, Sawyer, and Beckett. She loves traveling with her family and stays connected to the community by coaching youth soccer – a role she values for the meaningful relationships it fosters and the opportunity to share in an activity her family enjoys together. She considers her family her greatest accomplishment and most meaningful source of pride and joy.