Cassandra Dorn, CFP

Cassandra Dorn, CFP

VP of Human Capital, Financial Consultant

Cassandra N. F. Dorn, CFP®

Vice President of Human Capital and Financial Consultant

Cassandra has been in the financial services industry since 2004 and became a shareholder in Provident in 2017. She is a CERTIFIED FINANCIAL PLANNER™ professional, as well as an Investment Advisor Representative and a General Securities Representative, with registrations held through LPL Financial. She holds a Bachelor of Science Degree in Finance and Economics from the University of Wisconsin La Crosse.  With a love for finance and helping others, Cassandra knew at a young age that she wanted to follow in her father's footsteps and become a financial consultant.  

Cassandra is passionate about and deeply involved in the Oshkosh community, receiving honors in 2013 as an Oshkosh Northwestern "4 Under 40" young professional making an impact in our community.  She is actively involved in the Women's Fund Grant Committee of the Oshkosh Area, the Paine Art Center and Gardens, Women in Management and the Oshkosh West Side Association.

 

 

 

Phone (920) 230-6898
Fax (920) 230-6899
Website providentfc.com