Cassidy serves as a Relationship Manager at Windes, where she is dedicated to delivering exceptional client service and providing comprehensive support to the advisory team. She takes pride in being a reliable point of contact for clients and colleagues alike, helping ensure that daily operations run smoothly and efficiently.
Cassidy’s mission is simple: to approach each day with natural positivity and to use her outgoing personality to create a welcoming, comfortable experience for everyone she interacts with—from the moment a client walks through the door to every follow-up interaction. Her strong communication skills and attention to detail allow her to anticipate needs and contribute meaningfully to the overall client experience.
She holds a degree in Operations and Supply Chain Management from the University of Utah, equipping her with a strong foundation in organization, process management, and problem-solving. Cassidy’s involvement with the National Charity League (NCL) fostered a deep appreciation for community service, teamwork, and building lasting relationships, values she brings into her professional role.
Originally from Utah, Cassidy is a recent transplant to San Clemente and has fully embraced coastal living. She enjoys beach walks, swimming, and shell hunting, as well as a variety of outdoor adventures including camping, hiking, and rock climbing. Outside of work, she values spending quality time with family and friends and enjoys exploring everything Southern California has to offer.