Cassandra E. Morgan
Cassandra Morgan started working with us 2 years ago, and brings with her administrative experience and great customer service skills. She is responsible for creating some of our office procedures, managing client information, and also provides support to advisors so that they can work more efficiently with clients.
Cassie resides in Townsend, MA. Outside of the office Cassie enjoys spending time with family and friends along with a range of outdoor activities, including hiking, swimming, and adventuring with her 2 year old pup Willow.