Nick_Cassis

Nick A. Cassis CFP, CLU

Nick Cassis, CFP, CLU started in the industry in 1998 following in the footsteps of his father (long time MDRT member Ken Cassis). His practice has evolved over the years and currently focuses on employer sponsored pension plans, retirement planning, and, more recently, working with business owners on their unique planning needs. Nick joined MDRT in 2011, he is a 12-year MDRT member with three Court of the Table qualifications. He's been an active member of MDRT's PGA Division since his first meeting, currently acting as Chair of Member Logistics, and has also sat on numerous MDRT Committees.


Appearances