Cassandra Scroggs, CFP®
Senior Wealth Analyst & Trust Services
Cassandra helps to research, analyze and implement integrated investment and wealth planning strategies for high-net-worth and ultra-high-net-worth individuals and families. She brings to her work more than 15 years of experience in cash flow modeling and analysis, tax strategies, and philanthropic and legacy planning, enabling clients to apply what they know, what they believe in and what they own to enhance their lives and the lives of others.
A special focus for Cassandra is working with the younger generations within families, helping them gain confidence in managing money and making life choices. She is also a big proponent of community involvement and the work LNW does to improve the lives of everyone in the regions in which we operate. Prior to LNW, Cassandra worked at JPMorgan Chase Bank and Highland Private Wealth Management.
- CERTIFIED FINANCIAL PLANNER™ professional
- B.A. in Experiential Learning, Interdisciplinary Studies, Eastern Washington University
- Member, Women in Finance, Seattle chapter
- Member, Financial Planning Association
Biking, reading, baking, exploring new places, foods, and cultures.