Cassandra Workman works with individuals and families to provide education and guidance around financial protection, preparation, and long-term decision-making. Through running her own notary business, along with a background in banking and real estate, she has seen firsthand the impact that financial decisions—or lack of preparation—can have on families.
Sitting at the table during important life moments, Cassandra has witnessed both the value of having proper protections in place and the challenges that arise when those conversations never happen. These experiences shaped her passion for helping others think differently about their future and take more intentional steps forward.
She focuses on simplifying complex topics, creating a comfortable space for real conversations, and guiding individuals and families to make more informed decisions. Cassandra enjoys helping people move toward their goals while also recognizing opportunities they may not have thought were possible.
Over the years, Cassandra has built strong relationships across a wide range of industries and takes pride in being a resource for others. Whether someone needs guidance or simply a trusted introduction, she is known for connecting people to the right support. Outside of her work, she is a dedicated mother who values family, community, and creating opportunities for long-term stability and impact.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number – 4297901 | 8888314.1 Exp. 04/28