As the Director of Marketing at Evergreen Wealth, Cass leads the firm’s strategic branding, client engagement, event planning, and communication efforts. Bringing almost 20 years of experience in marketing and brand development, Cass specializes in executing creative campaigns, and leveraging technology to enhance client experiences. 

Beyond marketing strategy, Cass focuses on fostering meaningful connections—whether through educational events, digital outreach, or personalized client communications. She believes that financial marketing isn’t just about promotion—it’s about building confidence, delivering clarity, and helping clients feel secure in their financial future.

Outside of work, Cass enjoys traveling, hiking and is actively involved as a coach and mentor for Girls on the Run.