Finding financial independence is one of the most liberating feelings one can have; it also allows us to continue to do the things we love. I started with a music education background, so being a starving artist is something I know all too well.
I have had the privilege of working at Edward Jones since 2004, starting as a part time associate and working my way into being a financial advisor, which I have done since 2010. Edward Jones is the most incredible place for a value driven, relational person.
It is amazing how individual each of our client's lives are, which makes it most important to hear them and apply a strategy with the best tools specific to each and every person. I'm impassioned by helping and our culture and business model allow me to apply our incredible resources as a firm to solve complex needs while being tailored, individual and human centric.
As with most people, family is tremendously important to me. My household is a small farm with our youngest kiddo still a toddler. Our evening challenge is keeping all the food in the bowls while feeding everyone. We are unique in that both my husband and I are at Edward Jones, each having our own stories as to how we made it here.
I currently love to provide education to women starting their lives over by donating time and benefit drives to Clare House, and I also participate In the Fight to End Alzheimer's annually. I am an avid reader and enjoy mentoring and assisting new advisors starting their careers.
With my business, I want to work with people excited about holistic, solution driven advice. My areas of focus are women-centric issues (credit, divorce, losing a spouse), life and work transitions (new baby or job), small business, and estate considerations (executing what you have and educating families while in the middle).
I would love to understand what is most important to you. If you feel we can help, please contact our office at 907-349-1964.
- Divorce Finances
- Domestic Partner Finances
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Community Outreach
- Wine Collecting/Enthusiast
- Art Collecting
Phone NumberCassie L Miller at (907) 349-1964
|Mon||Closed for Holiday|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 12:00PM|
- Web Conferencing
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