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J. Brooke Cassady, CFP®, AFC®, CPWA®

J. Brooke Cassady, 
CFP®, AFC®, CPWA®

Financial Advisor

270.467.9664

BCassady@RWBaird.com

Brooke Cassady is an Associate Financial Advisor at The Perry Group, having joined the team in 2022. Since then, she has brought valuable expertise in advanced financial and tax planning. She is passionate about meeting clients where they are and creating a path to get them where they want to go.
Brooke earned her bachelor’s degree in economics and finance and her master’s degree in applied economics from Western Kentucky University. Before joining Baird, she spent over ten years in the industry, including a few years as an instructor at multiple universities in their personal financial planning and personal finance departments. Her teaching history lends itself to a talent for helping clients make informed decisions about their finances.
In her free time, Brooke enjoys outdoor activities such as hiking, hunting, and playing sports. She is also very family-oriented and loves spending time with her husband and their two children.