Cassie McVey

Operations Manager

With over a decade of experience in the financial industry and over 2 decades of customer service experience, Cassie has been a great addition to the team. A New Hampshire native, Cassie received her Associate of Science Degree from NHTI-Concord. 

Cassie plays a crucial role on the team by supporting Shawn and clients on every day operations from greeting clients with a smile to helping them with distributions. Cassie coordinates internal projects and best utilization of resources to increase client satisfaction and experience. Cassie is also a Notary Public in the State of NH. 

In Cassie’s free time, she enjoys traveling with her husband Scott and spending time with her niece and family. Cassie also enjoys finding and starting new hobbies; during the pandemic Cassie learned to knit and is currently learning how to crochet. 


Phone 603-715-9090
Fax 603-715-9089