The advisors that guide you.
The advisors that guide you.
The advisors that guide you.
Our Team
From Our Founder
Mike’s Story
When my wife asked me what our three children were doing on their devices and how to keep them safe online, I was at a loss. With that in mind, I went online to look for a solution. I found several products that could do anything from monitoring texts to tracking location. However, I quickly realized that the technology was only as good as the information I could provide. And that’s not even mentioning the workarounds I know I’d use if I was a kid today.
What I needed was an advisor to walk me through all of the products in the marketplace, tailor a plan to fit my family’s needs, and then help implement and monitor those products. I needed a partner to help my children avoid the pitfalls that so many are falling victim to online today. Realizing the need for such a service, CASSA was born.
From Our Founder
Mike’s Story
When my wife asked me what our three children were doing on their devices and how to keep them safe online, I was at a loss. With that in mind, I went online to look for a solution. I found several products that could do anything from monitoring texts to tracking location. However, I quickly realized that the technology was only as good as the information I could provide. And that’s not even mentioning the workarounds I know I’d use if I was a kid today.
What I needed was an advisor to walk me through all of the products in the marketplace, tailor a plan to fit my family’s needs, and then help implement and monitor those products. I needed a partner to help my children avoid the pitfalls that so many are falling victim to online today. Realizing the need for such a service, CASSA was born.
Meet Our Family
Our team is dedicated to putting the values and mission of CASSA at the heart of everything they do.
Our Team
Meet Our Family
Our team of advisors is dedicated to putting the values and mission of CASSA at the heart of everything they do.
Executive Team
Maurice
Chief Executive Officer
Sara
Chief Product Officer
Advisory Team
CASSA would like to give a huge thank you to our advisory team. Their expertise and guidance have been instrumental in bringing our service to life.
Robert
30-year Wall Street veteran with experience in investment banking, financial analysis, and risk management strategies.
Honored by his affiliation with the Wharton School of Business, University of Pennsylvania where he completed his postgraduate education in the areas of finance and economics.
His current position is CEO and Chief Investment Strategist of his family office with locations in Lansdowne VA, New Orleans LA, Boca Raton FL, and Nashville TN.
John
Chairman of OneWater Marine (100+ boat retailers) and Printpack, Inc board member.
Partner at The Goodwin Group, specializing in executive recruitment.
37 years at Ernst & Young (retired Partner) and holds a Bachelor’s & Master’s in Accounting (CPA).
Serves on the University of Georgia Foundation Board and various civic organizations.
Alex
10+ years as a CIO driving IT strategy across various organizations.
Managed IT operations and digital transformation for companies servicing 1,000 to 400,000 customers.
Focused on delivering IT solutions that meet customer needs and adapt to changing environments.
Scott
Co-founded Philadelphia-based SaaS startup Thrive Commerce. Their AI promotions platform empowers retailers like Shoe Carnival and Autozone to boost sales.
Previously spent 7 years as a venture capitalist overseeing operations, legal, and finance at SeventySix Capital.
Serves on the Penn State Outreach Advisory Board and frequently speaks at universities like Drexel, Temple, and Penn State.
Earned a Bachelor of Arts Degree from Penn State University, a Juris Doctorate, and an MBA from Temple University. He resides in the Philadelphia suburbs with his wife and two children.
