As a Client Service Associate at Silversage, Kassidy approaches every client relationship with warmth, enthusiasm, and a genuine desire to serve. She focuses on creating meaningful interactions where clients feel truly heard, valued, and supported throughout their financial journeys.
Kassidy earned a scholarship to play collegiate soccer at Malone University, an experience that sharpened her leadership, discipline, and team building skills. She graduated with a B.A. in Communication Studies and a minor in Business. She later advanced her education by completing the CFP® (Certified Financial Planner) program through Pepperdine University’s Graziadio Business School.
She began her career in the financial services industry as a Client Service Associate and advanced to become the manager of an IRA firm in The Woodlands, Texas. In that role, she led day to day operations and supported hundreds of clients through key moments in their financial planning.
Kassidy is originally from West Palm Beach, Florida but she’s traded the Atlantic for the Pacific and now calls California home. While the beaches may look different, her faith, sense of purpose, and love for connecting with people remain the same. Outside of work, she enjoys staying active, traveling, and spending time with friends, family, and her beloved Papillon.