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Cassie Taraboletti, CFP®, Chief Operations Officer Phone:
309-699-6786 Cassie Taraboletti is an alumnus of Truman State University in Kirksville, MO where she received a Bachelor of Arts Degree in Business Administration with a concentration in Finance and a minor in Statistics. Cassie has worked in various capacities at MSTC since 2005. Her roles have included Representative Assistant, Bank Relationship Contact for our advisor partners and a financial advisor in one of our partner financial institutions. She also has experience in retirement plan administration, having worked at a local TPA firm. Cassie is now back with MSTC in her role as Chief Operations Officer. Cassie holds the Series 7, Series 66, Series 24 and Series 53 licenses from FINRA, as well as an insurance license. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2011. Cassie was raised in Canton, IL and now lives in Bartonville, IL with her husband Aaron. She enjoys going to the movies, working out, and traveling when she gets the chance. Cassie also serves on the board of directors for the Peoria YWCA and as the President of the Kiwanis Club of Peoria.
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