“Have you won the lottery?”
This is what Cass heard most often when she and her husband quit their jobs to travel for a year. The questions and comments made Cass realize that most people don’t have enough money saved for a week without pay, let alone a year of travel in the South Pacific.
“Being able to save and invest for such an experience was exhilarating, and the planning was intellectually fun. I enjoyed the details. I found myself encouraging others to think consciously about their lifestyles and what they want to accomplish.” Her passion for goal planning and personal finance led her to a career in personal financial planning.
“I feel that all my experiences have helped me become a better planner,” says Cass. “Now that I have two sons of my own, I appreciate the financial realities of parenting and saving for college.” Cass says that her seven years of working in higher education fundraising helps her discuss charitable giving with clients. “There is nothing more fulfilling than to help people, not only retire and have money to leave their children, but also to be able to help fund a favorite charity.”
Cass joined Lucien, Stirling & Gray in 1995 after working for St. Edward’s University as the Director of Major Gifts. She has an MBA in Business Communications from the University of St. Thomas, in St. Paul, Minnesota and a degree in journalism from the University of Nebraska. Cass holds the FINRA series 6, 63 and 66 as well as the Group 1 Life, Health & Disability insurance licenses.
She is a member of the gift planning committee for St. Edward’s University . She is the past president of the Central Texas Planned Giving Council and the president of the board for Family Eldercare.
Cass and her husband, Tom, have been married more than 29 years and have two sons in high school. “I encourage my clients to have a balanced life of both work and fun, saving and spending. I try to do same, and of course, saving does come first!”