We are proud to announce that Cassandra van der Feltz has joined Pinnacle Financial Advisors as a team support specialist.
Cassandra will work closely with our team of financial planners to ensure that each client account receives thoughtful care and attention. She will also provide account servicing and will facilitate the fluid, timely movement of funds and accounts.
“We are thrilled to have Cassandra join our team,” said Pinnacle’s Founding Partner Susan Talbott. “Her attention to detail and dedication to research and problem solving will prove extremely valuable for our clients.”
Prior to joining Pinnacle, Cassandra served as an underwriting support coordinator for a loan servicing corporation. She received a Bachelor of Arts in Dutch Studies with a specialization in Dutch Art History at Leiden University in the Netherlands. During her time at the university, she lent her graphic design skills to local student groups and churches.
Cassandra will be based in the Tempe office. Learn more about her background.