Client Relations Associate
Cashel (Cash) leads our highly visible client relations at Wealth Legacy Institute. She is personally familiar with our client families and proactive in meeting their special requests with outstanding service. She specializes in process improvements and excels at going above and beyond in any environment.
Cashel graduated from the University of Redlands with a Bachelor’s Degree in Sociology. With over ten years in client facing roles, her interest in financial health stemmed from a personal drive to learn more about money. She is excited to align her personal goals with her career path. Cashel brings a passion for organization, efficiency and top-notch service to the Client Relations Associate role.
As a true Colorado native, Cash enjoys the outdoors, in all of its forms. Summers are filled with hiking and camping with her husband, Lou, and dog, Otter, while winters are spent trying to snowboard as much as possible.