Cassandra Holstad

Cassandra Holstad

Director of Client Services

Cassie is originally from La Crosse, Wisconsin, and has lived in Minnesota since 2007. She has been with Rita Wilczek, Inc. since 2012, but has worked in the financial services industry since 2010. Prior to working with Rita, she worked part-time as an on-call office administrator for Edward Jones offices around the Twin Cities metro area. Cassie is currently working on obtaining a Bachelor of Science degree in finance from the University of Minnesota Crookston. She is licensed (Securities Series 7 and Life & Health). After attaining her degree in finance, she plans to pursue her CFP (Certified Financial Planner) designation and plans to become a financial advisor.

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