Cassie Guerrero serves as a Director on the Financial Planning Team. Prior to joining RGT, she was a wealth manager for True North Advisors, an independent wealth management firm in Dallas. There, she served high net worth families and their financial planning needs.
Outside of the office, Cassie is a member of the Financial Planning Association. Also, she serves with The Human Impact, a Dallas based homelessness ministry. Cassie helped form The Human Impact’s Advocacy Group, which serves to connect volunteers with the organization so they can utilize their talents and skills to further the cause.
Cassie received her Bachelor of Business Administration in Finance with a Real Estate emphasis and Master of Science in Personal Financial Planning from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNER™ professional.