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||09:30AM - 04:30PM|
|Tue||09:30AM - 04:00PM|
|Wed||09:30AM - 04:00PM|
|Thu||09:30AM - 04:00PM|
|Fri||09:30AM - 12:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More