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Cassie Wilson

Comprehensive Financial Planner at MassMutual Oklahoma

Cassie Wilson is a financial professional and insurance agent working for MassMutual in Oklahoma City, Oklahoma.12 She offers personalized retirement, insurance, and financial advice to her clients.1 Cassie has achieved multiple professional designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Long Term Care (CLTC), Retirement Income Certified Professional (RICP), and Chartered Advisor in Philanthropy (CAP).3 She also holds both a BBA and MBA from the University of Oklahoma.3

As a financial advisor at Evergreen Financial Alliances, Cassie strives to give her clients peace of mind by ensuring their retirement plans work under any condition.3 She specializes in charitable planning, helping clients who are interested in supporting nonprofit organizations.3 Cassie has served on several nonprofit boards and focuses on matching charitably inclined individuals with deserving charities.3

In her free time, Cassie enjoys golfing, reading, traveling, doing yoga, and working out.3 She has been involved with various organizations, including Oklahoma City NAIFA, the Lady Niners, The Greens Country Club, Hough Ear Institute, and Impact Oklahoma.3

Highlights

Feb 9 · evergreenfa.com
Our Team - Evergreen Financial Alliances
Our Team - Evergreen Financial Alliances

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Cassie Wilson
Cassie Wilson, photo 1
Cassie Wilson, photo 2
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Location

Oklahoma City, Oklahoma