In 2018, Missy joined Cascade Wealth Management (formerly E.K. Riley) after a big move from Sacramento, CA to Bend, OR. She majored in graphic design in 2013 but went on to work in the financial industry out of college. Missy is a registered representative and currently holds Series 7 and 66 licenses. She has over 13 years of experience working with clients, customers, and other professional associates in the business. In 2024, Missy and her husband Dave relocated to Franklin, TN with the team.
Missy is a pillar in her role and is responsible for everything from day-to-day operations to assisting Lee with client portfolio management. There are many complexities in this business and Missy continues to grow in her knowledge and experience and can support Lee by taking on any task set before her. Missy focuses on providing high-quality service and is dedicated to being a reliable source for both clients and within the team.
When she's not working, Missy enjoys playing board games with her husband and going on walks with her dog, Archie. She also loves trying new restaurants and different cuisines.
