Cassie Rocha is our Administrative Assistant and is responsible for many of the critical functions here in the office. She is truly passionate about helping clients and supporting our advisors in any way possible. Cassie has four years of experience in the Financial Services field as well as many years in client services.
Cassie is a mother of two girls. In her free time, you can find her at soccer practice, games, singing lessons, swimming lessons…the list goes on. Her life revolves around her girls and she wouldn’t have it any other way. When she is not in mommy mode, you can often find her at the American River or Folsom Lake enjoying the beautiful water and scenery. She loves spending time with her friends and family attending concerts and going to baseball and basketball games.