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Join Host Cassandra Laymon and guests Hannah Cumming, Eventide Funds, Brian Mumbert, Timothy Plan, and Hillary Sunderland, Beacon Wealth Consultants, as they discuss how different firms approach their screening and factors that should be considered when advising clients.
Cassandra Chandler-Laymon holds a Master’s Degree in Adult Education and an MBA, both from Rutgers University. She is a CFP® and a Certified Kingdom Advisor™. Prior to joining Beacon Wealth Consultants in January 2012, Cassandra owned her own financial services practice. As a former health care executive, she previously managed Education and Organizational Development for a 5,000-employee health care system, where her responsibilities included strategic planning, team and leadership development, meeting design and facilitation, and patient satisfaction. Cassie is an author and speaker. She and her husband, Rick, enjoy adventures with their three children – Sam, Bethany and Carson.