Cassie works with advisors and retirement plan sponsors on advanced plan design, improving participant experience, and enhancing plan communications. She also assists advisors and TPA firms with lead generation, plan illustrations, proposals, and client presentations. She has over 20 years of industry experience, and prior to joining JULY worked for ASPire, Retirement Alliance, Inc., and Regions Bank (formerly AmSouth Bank).

Cassie moved to the United States from Germany when she was 17 years old. After earning a degree in accounting, she began her employee benefits career.

Cassie’s passions include spending time with her two daughters, reading, nature walks, volunteering and music. She is also very active in her church.