Cassidy Fleming

Business Processor

Cassidy has been with Westmark Wealth Management since 2021. She enjoys learning about the financial industry and has worked in customer service for over 10 years. In her position, she acts as a liaison between our clients and our advisors providing information, assisting with accounts, and resolving issues that our clients may face with accuracy and efficiency. Her target is to ensure excellent service standards, respond promptly to client inquiries and maintain exceptional customer satisfaction.

Cassidy has her Bachelor’s Degree from Iowa State University and has lived in Arizona for over 7 years. When not at work, she enjoys her time with her pug, Bean, yoga, cooking and sewing.