P: (509) 325-2003
Cassie is a financial Advisor, and is designated as a RICP®- Retirement Income Certified Professional through the American College of Financial Services. Providing integrated planning and investment strategies for growing and protecting client assets, including tax, estate planning, risk management, and retirement planning, are critical aspects of her client relationships. She is also licensed to provide Medicare supplements and Advantage plans, providing a much needed service for the firm’s current and future clients.
Cassie graduated from the University of Washington with a degree in both Germanics and Comparative Literature. Cassie worked for a local Spokane translation services firm where she became a trainer, project and account manager for the company in a short amount of time.
After transitioning to the financial business and completing her initial education and training, she continued to learn by mentoring with her father, Ron Kincaid, in his practice. Risk management and tax planning strategies as investment alternatives were her initial specialties.
Cassie has strong ties to Spokane. Her entire family lives there: her mom, dad, sister, brother, and nephew, Rowan. In 2014 she married Andy, who is an active duty service member and currently a recruiter for the United States Air Force. They met and married in Spokane, but recently moved to Tacoma as a result of his promotion to Staff Sergeant and his new position. She will continue to work at Ten Capital in Spokane while growing her business throughout the northwest.
Contact Cassie about:
- Millennial Planning
- Long Term Care
- Safe Money Options
- Wealth Transfer Strategies
- Retirement Income Planning