In 2018, Missy joined Lee's team after relocating from Sacramento, California, to Bend, Oregon. She began her career in the financial industry shortly after college and has remained in the profession ever since.
A registered representative holding Series 7 and 66 licenses, Missy has worked closely with clients, customers, and professional partners throughout her career, gaining experience across many aspects of the financial services industry.
In 2024, Missy and her husband, Dave, relocated to Franklin, Tennessee, with the team. Her industry knowledge, adaptability, and attention to detail make her a valuable part of Cascade Wealth Management.
Missy supports day-to-day operations and helps coordinate client service and portfolio management needs. Her role encompasses a wide range of responsibilities, allowing her to support both clients and the team wherever needed. Missy is committed to providing high-quality service and being a reliable resource for clients and the team.
Away from work, Missy enjoys playing board games with her husband, walking her dog, Archie, and trying new restaurants—including the occasional dish that takes her out of her comfort zone.
