Cassidy O’Brien

Client Services, Investment Advisor Representative

Cassidy helps the client services advisors with client requests and is committed to bringing excellent customer service and support to our clients. With several years of experience in customer service and account management, her goal is to ensure clients’ needs are met.

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Cassidy graduated with a bachelor’s degree in consumer studies with an emphasis in financial planning from the University of Utah. Cassidy has a background in insurance and holds her life and annuity insurance license.

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In her free time, Cassidy enjoys music, spending time with friends and family, reading, traveling and volunteering in her community.

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Cassidy O’Brien

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