As Legacy Wealth Planning's first female partner, Cassandra finds joy in guiding clients in discovering the soul of their wealth, working primarily with high-impact women and business owners. Cassandra’s vision based process allows space for clients to discover the WHY behind their wealth, allowing that to shape their futures. Her greatest hope is that the work she does can empower and make room for clients to fearlessly pursue their passion and vision.

Recently, LWP has enjoyed being featured (yet again!) on the Forbes Best-in-State list for Wealth Management Teams (New Jersey).

Cassandra and her husband Matt live in Allentown, PA with their two children, Clay (5) and Lucille (3)! They enjoy hiking, visiting national parks, beekeeping, running and adding to their vinyl collection. Ask Cassandra about walking on fire!