Background

Background

Cassie Whipple is a Senior Accountant within Geffen Mesher’s Family Office practice, specializing in personal financial reporting, cash flow management, and operational support for high-net-worth individuals and families.

With more than 15 years of experience across finance, operations, and personal accounting, Cassie brings a strong foundation in both strategic oversight and day-to-day financial execution. Prior to joining Geffen Mesher in 2023, she served as Controller for a technology services company, where she oversaw financial operations and supported day-to-day business administration.

Outside of work, Cassie enjoys ballet, reading, and traveling to the Oregon coast with her family.