Our Team

Cassie Adesina, CFP®

Financial Wellness Coordinator / Financial Wellness Coach

Cassie Adesina, CFP<sup>®</sup>
Cassie Adesina, CFP<sup>®</sup>

After receiving her CERTIFIED FINANCIAL PLANNER™ professional certification in 2017 she has been working hard to bridge the gap in our education system to equip people with the knowledge they need to change their financial trajectories.

Cassie’s aim is to help people lower the barriers they put up around conversations about money. For some people those are emotional–they’re embarrassed or ashamed. For others it might be financial–they don’t think they have enough money or means to make a change. Still, for others, it is about trust or they just don’t know where to start. We started our Financial Wellness Coaching Program to reach people where they’re at and without judgment.

Cassie loves to share what she’s learned over the 8 years serving clients with a wide range of complexity and working with our firm that has been established for over 20 years. She is dedicated to sharing financial wellness with people who normally don’t have access to good financial advice and make it easier for those who find it a challenging subject to address.

Cassie and her growing family live in Southeast Wisconsin.

On a Personal Note:

She has been married to her husband, Leke, since August of 2014 and they have three children. They enjoy an active lifestyle, creative DIY projects and making memories together as a family.

TV show: Game of Thrones
Band/musician: Pentatonix
Food: Filet Minion
Movie:  Harry Potter
Childhood memory:  Playing night games (ghosts in the graveyard and kick the can) with our entire neighborhood 
Sport: Football
Sports Team: Green Bay Packers!
Athlete: Aaron Rodgers
Board game:  Cribbage
Non-Board Game: Catch Phrase
Holiday: Christmas
Color: Blue
Charity: St. Jude Children’s Research Hospital
Dessert:  Flourless chocolate cake with chocolate mousse layers covered in chocolate ganache with raspberries on top   
Place to visit: Costa Rica