Cassandra E. Morgan

Administrative Assistant

Cassie has been amassing administrative experience and developing her client-service skills since 2016. Creator of many of our office procedures, she manages client information and supports our advisors so they can work more efficiently with clients.

A resident of the Townsend/Pepperell area where our Massachusetts office is located, Cassie knows a lot of our clients personally. She says the GFP culture is conducive to building rewarding client relationships and staying focused on what the work is ultimately about.

“We’re lucky to have two very family-oriented principals,” Cassie says of Jay and Derek. “They emphasize that our work isn’t about just numbers. It’s about a better future for our clients’ families, their businesses, and everything they’re working for.”

Cassie enjoys spending time with family and friends. She has six dogs and enjoys hiking and swimming.