Cassidy has been a Client Experience Coordinator with the firm since 2021. Her daily responsibilities include receiving inbound phone calls, greeting and assisting clients, scheduling meetings, and supporting staff.

Cassidy joined the firm following her graduation from Fishers High School in May of 2021. In her free time, she enjoys working out, going to concerts and spending time with friends and family.

 

Accounting and tax services are offered exclusively by Evans May Advisory, a separate and distinct entity from Evans May Wealth, Sanctuary Advisors, LLC, and Sanctuary Securities, Inc. (Sanctuary Wealth). Evans May Wealth and Sanctuary Wealth client agreements do not extend to services provided by Evans May Advisory. Evans May Wealth and Sanctuary Wealth do not provide accounting advice, tax advice, or tax preparation services.