As relationship manager at The Reserve Investments, Cassidy specializes in providing excellent client service and comprehensive support to the advisory team.
Cassidy’s mission is simple: to approach every day with natural positivity and use her outgoing personality to create a welcoming atmosphere from the moment you walk through the door.
With a degree in Operations and Supply Chain from the University of Utah, Cassidy brings strong organizational skills and reliability to her role. Her background with National Charity League (NCL) has instilled a deep appreciation for community service and working with people.
A recent transplant from Utah to San Clemente, Cassidy embraces coastal living through beach walks, swimming, and shell hunting. When not at the office, you can find her pursuing outdoor adventures including camping, hiking, and rock climbing, or spending quality time with family and friends.