Cassie Riley
Paraplanner

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Cassie joined Summit Financial Strategies as a Paraplanner in 2025. Her background is in college financial planning, with over a decade of experience assisting students and their families as they navigated the financial aid process at The Ohio State University.

Originally from Ironton, Ohio, Cassie moved to Columbus in 2007 to complete her degree and has called Columbus home ever since. She holds a Bachelor of Arts in Anthropology from The Ohio State University.

Theme Park enthusiast · Bookworm · Horror film fan

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Financial Strategies, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

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