Cassandra Meyers is a Senior Vice President with The DDK Group at Baird, bringing over 17 years of experience in the investment and financial planning industry. She specializes in helping clients navigate complex financial decisions with clarity and confidence, drawing on her deep expertise in wealth management and strategic planning.
A founding member of Baird’s Associate Financial Advisor Council, Cassandra has played a key role in advancing the development of Associate Financial Advisors through education, networking, and mentorship. Prior to joining Baird, she served as a Private Banking Coordinator with BMO and M&I Wealth Management.
Cassandra holds a Bachelor of Science in Finance and Business Economics and a Master of Business Administration from Marquette University. She is a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor (CPWA®) professional.
Outside of work, Cassandra enjoys cooking, traveling, and playing tennis with her family.
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Private Wealth Advisor (CPWA®)