Education Juris Doctor (J.D.), University of South Dakota Knudson School of Law, Vermillion, South Dakota, 2016 Bachelor of Science in Justice Administration (B.S.), Minor in Sociology, Southwest Minnesota State University, Marshall, Minnesota, 2012 Experience Co-Author of the Medical Assistance Booklet Teaches public, private and continuing education courses on estate planning, farm succession planning, medical assistance planning and retirement planning. Trained by Wealth Counsel in advanced estate planning strategies. Southern Minnesota Regional Legal Services, Attorney 2017-2021 Member Member of the National Academy of Elder Law Attorneys Member of WealthCounsel, a national community of estate planning attorneys Member of the Medical Assistance Committee of the Minnesota State Bar Association Elder Law Section Member of the Minnesota State Bar Association Cassandra is from Elkton, SD and her and her husband, Jesse, have recently relocated their family to Mountain Lake, MN. They have two sons, Holton (5) and Beau (3). Jesse is from Lake Benton, MN and works for Siemens Gamesa Renewable Energy as a Site Manager in Primghar, IA. They have three golden retrievers Emmie, Xena, and Zoe, farm cats named Sonic and Mario, and multiple chickens, ducks and turkeys. They like to spend time with family and friends, hunt (especially Jesse) and the boys really enjoy being outside at their grandma and grandpa’s farm in Lake Benton, MN.

Abby joined the team shortly after Cassandra, starting in October 2021. Abby is our office manager and client services representative. She is the welcoming face and voice when you stop in or call the office even while Cassandra keeps her busy holding the office together, drafting the estate planning documents, amendments and completing Medical Assistance applications. Abby was born and raised in Comfrey and currently resides there with her family. Abby is married to Jordan Simon, an over the road truck driver, and they have four children, Ashlynn (14), Diezel (10), Dallis (8), and Jayde (6). Abby is usually chasing kids from sporting event to sporting event and loves every second of it. If she has any spare time, she is usually spending it with her family.

Alison is our newest team member who joined us July 2022. She originally was an assistant funding coordinator and now she is the only funding coordinator focusing on transferring assets to Trusts and helping Cassandra ease the stress on families upon a loved one’s passing. She is from Alexandria, MN and currently lives in Fulda, MN with her boyfriend, Lincoln, who works at Country Pride Services Coop in Fulda, MN and farms with his grandfather. They have a Bluetick Walker Coonhound, named Colt and some cattle. They like to spend time with family and friends, especially their nieces and nephews.