The Medicare Whisperer™ Press Release 

Wise Choices Financial Promotes Cassie Goodman To Vice President

March 22nd, 2021

Jocelyn Contreras, Wise Choices Financial, LLC
[email protected]
816-841-9141 - Office


(March 22, 2021) – Wise Choices Financial LLC announces the promotion of Cassie Goodman to Vice President of Operations.

Goodman will coordinate and oversee day-to-day operations of the company and continue to offer support to our clients and internal team. She will serve on the Executive Team to develop the company's overall mission, values, and strategic goals.

“Cassie has grown to become a vital part of the day-to-day operations of the company. Our clients love her, and our team members depend on her to keep the office running smoothly. It often seems that she is providing what one of us needs about 30 seconds before we know we need it,” said Mark Squires, President and Founder of Wise Choices Financial. “It has been a joy to watch Cassie grow and we are excited to see how she continues to develop in her new role as V.P. of Operations.”

Goodman joined the company in May of 2019 and has been dedicated to assisting every person who walks through the doors. She was born in Bamberg, Germany and raised in a small town close to Fort Riley, Kansas. Her passion for helping people stems from teaching dance for 5 years and spending many years volunteering her time with local organizations including nursing homes, schools, and the American Legion Auxiliary. Goodman also owns and operates her very own home bakery called Make It or Bake It KC. "I am so happy to be a part of such a great team and I look forward to seeing how our company grows!” says Goodman.

Wise Choices Financial, LLC is an independent financial firm that offers a variety of services, including financial and retirement planning, debt elimination programs, several investment and insurance products, and more. For more information, give us a call at (816) 841-9141 or visit us online at

Wise Choices Financial, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial, LLC are not affiliated companies. 845883 – 3/21

“The Medicare Whisperer™” is a division of Wise Choices Financial LLC™. Neither “The Medicare Whisperer™” nor Wise Choices Financial LLC™ are employed by, authorized by, or certified by Medicare. Medicare and “The Medicare Whisperer™”/Wise Choices Financial LLC™ are separate entities and are not affiliated..