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Kassandra Wise is a dedicated Client Relationship Specialist with a strong academic and professional background. She holds a bachelor's degree in psychology from the University of New Mexico, as well as a Master of Science in Mental Health and Wellness and an MBA from Grand Canyon University. Her experience includes working at a Fortune 500 financial firm, where she supported both clients and advisors in a high-performing, service-oriented environment.
Kassandra is passionate about creating smooth, thoughtful client experiences and ensuring that advisors have the support they need to serve well. With a Christ-centered approach to her work, she is committed to fostering trust, excellence, and care in every interaction—helping the firm operate with integrity and purpose behind the scenes.
We are here to help. Navigating financial choices can be one of the most difficult aspects of our personal lives. We want you to know that there are options that can provide you peace, help you reach your financial goals, and grow your wealth without compromising your values.
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