Casandra is a CERTIFIED FINANCIAL PLANNER^® professional who joined the firm in 2019 after a “return-to-work” internship. She is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving her unlimited practice rights representing taxpayers before the IRS. She has over 20 years of experience in the financial services industry, including client services, investments, and supervisory responsibilities. She assists the Financial Planning Department with developing client financial plans and retirement models and the Tax Department with the preparation of tax returns and tax projections. Casandra graduated with honors from Belhaven University in Jackson, MS in 1993 with a Bachelor of Science in Business Administration.