Cassandra Catlett, CPA
Financial Planning Coordinator
Joining the firm in June 2017, Cassandra is a CERTIFIED FINANCIAL PLANNERTM, Certified Public Accountant, and assists the financial advisors and clients to develop financial plans that assess, manage, and strategize for long-range growth. Sandy, as she is known, recently served as an Associate Professor of Accounting for an East Tennessee University. She holds BS degrees from Carson-Newman University in Accounting and Computer Information Systems and a MAcc from the University of Tennessee.
Sandy and her husband, Chuck, have two children Tyler and Lauren. In their leisure time, they enjoy boating, the outdoors, and spending time with friends and family.