Cassidy Kusenberger '22 Financial Planning Intern I was born and raised in Del Rio, Texas. I am a senior Economics major with a minor in Financial Planning. In my free time, I love getting to ride my horses and compete in rodeos, specifically barrel racing and pole bending. I also am very active at St. Mary’s Catholic Center, where I am currently serving as director for St. Mary’s Youth Retreat Team, where I lead other college students as we prepare retreats for middle/high schoolers. I am also a member of the Financial Planning Students Association, and I am a Financial Planning Ambassador. At TWA, I serve as the Financial Planning Intern. I work closely with Sarah and Brien to conduct research, analysis, and review of client’s financial plans in order to assist them in achieving their life goals and dreams. I support the development of key systems and processes that TWA uses to operate efficiently and provide the optimal client experience. I have already learned so much through collaboration with TWA’s CFPs and look forward to learning even more about the ins and outs of financial planning throughout the rest of my time here. I will be graduating in May of 2022. Afterwards, I plan on studying in preparation to take the CFP exam and finding a reputable employer to launch my career with.
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1/9/2024 01:41:06 am
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