I didn’t grow up dreaming of becoming a mortgage broker — in fact, I didn’t even know it was a career. Like most people, I assumed that when it was time to buy a home, you simply walked into a bank and followed the same steps your parents did. It wasn’t until a conversation with a friend — who owns a brokerage — that I truly understood what this industry is all about. Let’s just say, walking into a bank would be my last choice now. I’d rather have someone in my corner, just a call away, working for my best interests.

He spoke about how he helps people secure their first homes, make smart investments, and restructure their finances to create a better future. That conversation lit a spark in me. I started researching what it would take to become a mortgage broker, from the cost of schooling to the licensing requirements and the day-to-day responsibilities of the job. The more I learned, the more I saw how my background in hospitality, customer service and real estate development fit naturally into this world. I had spent years helping people, problem-solving, and making their experiences as seamless as possible—this was simply a new way to do that, with even greater impact.

The Impact I Want to Have

For many, securing a mortgage is one of the biggest financial decisions they will ever make. It’s exciting, but it can also be overwhelming and stressful. My goal is to take that stress away. I want my clients to walk away from the process thinking, Wow, that was easy. Cassey had my back, she knew her stuff, and she made this whole thing feel effortless.

I take pride in being responsive, knowledgeable, and proactive. If I don’t have an answer immediately, I’ll find it. I ensure my clients are well-informed so they can confidently make decisions that align with their goals and financial comfort levels.

The Drive to Keep Going

Like any profession, there are tough days—days when deals get complicated, when obstacles arise, and when solutions aren’t immediately clear. But we pull up the bootstraps and navigate a path forward. What keeps me going is the knowledge that there’s always the need for guidance, files to work on, and the opportunity to educate someone about their options.

We aren’t taught about mortgages and real estate financing in school, yet these are some of the most critical financial decisions we’ll ever make. That’s why professionals like me exist—to help navigate the unknown and ensure people make choices that benefit them in the long run.

Embracing Growth and Change

My journey in this industry has been one of continuous learning. I still have moments where I think, Am I doing enough? Am I pushing hard enough? But when I step back and see how much I’ve grown—how my knowledge has expanded, how my problem-solving skills have sharpened, and how my ability to think big-picture has improved—I know I’m on the right path.

This job is anything but transactional. I build relationships with my clients, and I love that I continue hearing from them long after their mortgage funds. Some check in with financial questions, some want advice on investment properties, and others simply keep me in the loop about their lives. That’s what makes this career so rewarding—it’s not just about closing deals; it’s about being a trusted advisor for years to come.

Looking Ahead: No Limits, Just Opportunity

One of the most exciting things about this industry is that there’s no ceiling. There’s no cap on how many people I can help or how much I can grow. Every client interaction teaches me something new—not just about mortgages, but about people, their aspirations, and how different financial strategies impact their lives.

I also love the opportunity to give back. That’s why I joined the board for Connected to the Community at Mortgage Connection. Being able to contribute to charitable initiatives and support meaningful causes makes this work even more fulfilling.

My Approach: More Than Just Mortgages

At the core of my business is a set of values that guide everything I do:

• Honesty: Ensure you are fully informed every step of the way.
• Education: You should understand your options before making a decision.
• Personalization: Your mortgage should fit your lifestyle, not just what you qualify for.
• Long-Term Support: My goal is to be your go-to person, not just for this mortgage, but for any questions you have in the future.

There are plenty of mortgage brokers out there, but what sets me apart is the relationship I build with my clients. It’s not just about the numbers—it’s about trust, communication, and making sure you feel empowered in your financial journey.

I strive to be someone who will take the stress off your plate, give it to you straight, and maybe even make you laugh along the way.