Cassaundra Holton

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Our  Team

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Practicing Partners | Corporate Retirement Plans | Wealth Management | Owners’ Group

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Cassaundra Holton

Client Solutions Coordinator[/vc_column_text][vc_row_inner row_type=”row” type=”full_width” text_align=”left” css_animation=””][vc_column_inner][vc_column_text]  [/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][vc_column width=”3/4″][vc_column_text]As a Client Solutions Coordinator, Cassaundra provides support to foster authentic and productive relationships with investors and their families. She helps create a consistent client service experience and supports the advisors in their work with wealth management clients by preparing essential deliverables and offering administrative assistance.

Cassaundra joined Shepherd Financial as part of the Logan Lavelle Hunt Wealth Management division merger in 2018. Prior to her eight years at Logan Lavelle Hunt, she assisted registered representatives and spent time with Cambridge Investment Research, Inc.

Outside of work, Cassaundra is an avid reader and loves spending time with her husband, Joe, and son, Caleb.[/vc_column_text][/vc_column][/vc_row]