Cassie Heitz

Cassie Heitz is an LPL Investment Advisor Representative and also works with Kim Taylor as her assistant. Shortly after earning her degree in Business Administration with an emphasis in Marketing from College of Idaho, Cassie moved back to the Flathead Valley where she grew up. She was fortunate enough to stay at home with her young children until her oldest started kindergarten. Cassie focuses on building wealth for her clients. She advises on retirement planning, employer plans, and education planning, as an assistant she helps maintain everything administrative. Her organization and eye for detail helps keep our office running efficiently. She can be a great resource for various questions and concerns that may arise.