Cassie Beardslee, CFP®, AWMA®
Wealth Advisor / Director of Planning
Cassie Beardslee, CFP®, AWMA®
Strategic thinker.
Steadfast client advocate.
Cassie joined MKD Wealth in 2016 and brings over a decade of experience helping families build and preserve wealth across generations. As a Wealth Advisor and Director of Planning, she focuses on the unique needs of entrepreneurs and their families—offering a calm, thoughtful approach to even the most complex situations. Cassie is known for her sharp intellect, steady presence, and unwavering commitment to doing what’s best for her clients. She brings clarity to the planning process and helps people make thoughtful, confident decisions about their future.
Life Outside the Office
Cassie enjoys spending time with her husband, Brett, and their daughters Sutton and Summer. Their favorite place to be is in Northport, where the family’s cherry farm brings everyone together. Travel and family time are especially important to Cassie—whether it’s hiking national parks or exploring places like Greece and Germany. She stays active with pickleball, golf, and her go-to Peloton classes. One day, she hopes to return to Seoul, Korea, where she was born.
Cassie’s Credentials
- Bachelors of Science Degree in Physiology from Michigan State University’s Lyman Briggs College
- CERTIFIED FINANCIAL PLANNER® Professional
- Accredited Wealth Management Advisor℠ (AWMA®).
