Cassidy’s career in financial services began after concluding her time as a public high school teacher, where she worked with a financial advisor from Equitable Advisors for assistance with her retirement plans and benefits. Knowing the personal impact of working with a professional, and now as a financial advisor herself, she continues to apply her passion for education through advising educators and other public employees with their own holistic financial planning needs. Cassidy earned a Bachelor of Science in Education from The Ohio State University, as well as her FINRA Series 7 and 66 registrations. Cassidy lives in Grove City, OH with her husband, Kris, and their loving tabby cat, Choji. She enjoys volunteering with the Columbus and Franklin County Metro Parks.