Cassidy Kusenberger
Cassidy Kusenberger serves clients with a blend of precision, empathy, and genuine care. With a bachelor’s degree in Economics and a minor in Financial Planning from Texas A&M University, she combines her love of structure with a strong desire to help people feel seen, supported, and understood.
Inspired by a maternal figure from her childhood who modeled selfless care, Cassidy approaches each interaction as an opportunity to connect meaningfully. Whether facilitating a distribution, listening through a difficult season, or simply following up with thoughtful detail, she creates a sense of stability and trust in moments that often feel uncertain. Her role is not just about execution but about ensuring clients feel heard and valued throughout their financial journey.
Known on her team for her innovative feedback and deep knowledge of internal systems, Cassidy is often the go-to for questions about long-standing tools and processes. Advisors rely on her clear communication and consistent presence to help strengthen relationships and ensure continuity behind the scenes.
Outside of work, Cassidy finds peace and purpose through rodeo, where she competes with her horse, Zeb. Their connection, built on trust and mutual respect, reflects many of the values she brings to her work. She also enjoys needlepoint, reading, and meaningful time with her fiancé, Cole, who helps her stay grounded and balanced.
Cassidy’s guiding values are kindness and respect. She believes everyone is carrying something, and she approaches each conversation with care and intention.
