Cassidy Richardson, CFP®

Financial Advisor

What do you think are the most important steps people can take to improve their financial well-being?

The most important step to improving your financial well-being is to eliminate emotion from your decision-making process. No one likes the feelings that come with a market downturn or negative returns. By removing emotion, you can avoid the panic of selling during tough times and instead hold on for better days, which will eventually come!

What are some important things to consider when choosing a financial advisor?

How do you like to spend time outside of the office?

Outside the office, I enjoy spending time with my family, golfing with friends, attending sporting events, or having a cozy night on the couch with a good book!