Cassie Lee is a valuable member of the SAM Operations Team, with a primary focus on processing asset movements for clients. Prior to joining SAM, Cassie worked as a Financial Service Representative at Charles Schwab. Her professional background also includes a role as a Preschool Director in Keller, Texas. Cassie holds a bachelor’s degree in child and Family Studies from Tarleton State University in Stephenville, TX.

Outside of work, Cassie takes pleasure in spending quality time with her husband and four boys on their property in Springtown, TX. They share a love for the outdoors and the country life. Cassie’s interests extend to vintage shopping and completing DIY projects at home. In her leisure time, she enjoys reading and engaging in crafting activities.