We are delighted to welcome Kassaundra Whitney to the Strategy Asset Manager team. With a decade of experience in the financial industry, Kassaundra brings a strong commitment to building lasting client relationships and providing exceptional support to our advisors.

Before joining Strategy Asset Managers, Kassaundra spent the past two years working directly with Timothy McNeely, where she honed her skills in assisting high-level executives. Prior to that, she dedicated eight years to supporting advisors, gaining a deep understanding of the financial industry and the unique needs of both clients and advisors.

Kassaundra’s passion for fostering strong client relationships drives her to excel in her role. She understands the importance of providing personalized attention and efficient support to ensure that our clients receive the highest level of service.

Based in Washington State, Kassaundra is an integral part of our team, despite the geographical distance. When she’s not supporting our advisors and clients, Kassaundra enjoys spending quality time with her children, staying active at the gym, and exploring the beautiful Pacific Northwest. Her dedication to maintaining a healthy work-life balance allows her to approach her work with energy and enthusiasm.

We are confident that Kassaundra’s extensive experience, commitment to building strong relationships, and passion for supporting advisors and clients will make her an invaluable asset to our team at Strategy Asset Manager. Welcome aboard, Kassaundra!