Meet our Advisor:

Cassie Wilson , CLU, ChFC, MBA, Certified Special Care Planner

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cwilson@theestablishmentOK.com | 405.486.1489

my story

Empower. After completing my MBA at OU, I thought banking would be a great career.  But, my loan officer title merely consisted of taking orders from business owners for loans that would provide a quick fix to some short-term problem.  I wanted to empower them to make great decisions; so, I sought a position that would enable me to consult with them on their long-range goals and help them prepare for whatever challenges they faced.

Fast forward 32 years, and I’m still learning and finding new ways to fill in the financial gaps threatening business owners and professionals.  The best part of the job is working with the young advisors coming on board who have fresh insight for identifying problems and providing solutions to our clients.

When I’m not working, I love to travel, play bad golf, walk my old dog, Pearl, and help in various nonprofit organizations that give back to our stellar community.

 

You should know

Born in Walters, OK, I never want to forget what I’ve learned from my past. Eleanor Roosevelt said, “Character building begins in our infancy and continues until death.”

fun facts

Binge worthy food

Ice Cream

Can’t live without

Bison Burger from The Garage

Guilty pleasure

Dr. Pepper…The real thing, not DIET

Would love to travel to

Southern France (again) in November when the Beaujolais Nouveau is rolled out and brush up on my French!

book a class with cassie
Cassie Wilson , CLU, ChFC, MBA, Certified Special Care Planner

Females and Finance

FRIDAY / JUN 28

@ Vault405 | 11:30AM - 1:00PM

Cassie
BOOK CLASS
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