An experienced and committed team

Cassie has been in the financial services industry since 2010 and holds her Series 7, Series 66, as well as her Insurance License in Life and Health. Cassie is our Senior Wealth Strategy Associate and is an integral part of our team. She is dedicated to helping clients grow and protect their wealth, and enjoys creating relationships with all of our clients to help them achieve their goals. Cassie earned her Bachelor of Science degree in Hospitality Management from the University of Mississippi.

Cassie currently resides in North Chattanooga with her husband Oby, and two daughters, Campbell and Hadley. In her free time, she enjoys playing tennis and golf with friends and volunteering at her daughters school. 

Gina started in the financial services industry in 2007 in retail banking.  She spent 10 years in retail bank management before joining UBS in 2022, as a Registered Client Associate.  Gina earned her Bachelor’s degree in Management from the University of Mississippi and earned her Masters degree in Business Administration from the University of Tennessee at Chattanooga.

Gina is FINRA registered and holds the Series 7, Series 66, and Series 63 securities licenses.  In addition, she also holds her life, accident, and health contracts insurance licenses.

Gina resides on Signal Mountain with her husband, Thomas, and their two boys.  She is currently serving on the Signal Mountain Lacrosse board, as the middle school liaison.  In her free time, she enjoys traveling with her family and attending her boys sporting events.