Growth. Serving Others. Courage. Prayer. Family.
Our values guide every step we take when personalizing a plan for you and your family. Our dedicated team aligns with these values and upholds them in our process and decision making.
Cassie Collins
Director of Operations
I serve as the Director of Operations, playing a key role in financial planning, insurance operations and client service. In 2022, I obtained my bachelor's degree in marketing at the University of Tampa. I'm also 2-15 licensed. In 2024, I got married to my husband Timothy. Together, we actively serve in our church as young adult worship leaders. We also enjoy exploring local restaurants, playing board games and spending time with friends and family.
Nadirah Nesfield
CLU®, ChFC®, MSFS, CFP®
Associate Wealth Management Advisor
