Cassidy, the newest member of the Stonebrook Private team, is dedicated to providing an exceptional client experience and supporting overall firm operations. In her role, Cassidy manages day-to-day account maintenance, money movement activities, and other ad-hoc client requests.
Prior to joining Stonebrook Private in July 2023, Cassidy taught at Northville High School. She holds a Bachelor of Science from Madonna University and a Master of Arts in Curriculum and Instruction from Eastern Michigan University. Drawing from finance experience in college, she decided to transition from teaching to the wealth management industry. Cassidy grew up in Northville, Michigan and currently resides in South Lyon. Outside of work, there is a strong possibility that you will find her on the sand volleyball courts.