Caryn Cassidy

Associate

Caryn joined the firm in August 2025 as an associate. Caryn is an experienced client service specialist and accounting professional, dedicated to supporting clients with accuracy, organization, and responsive service. She manages financial records and day-to-day operations with attention to detail, helping to ensure smooth processes and clear communication. Caryn takes pride in building trusted relationships and providing dependable support that allows clients to focus confidently on their goals. Prior to joining the firm, Caryn held positions in a medical publications firm and a real estate development & management company.  Caryn currently lives in Bucks County, Pennsylvania with her two sons and enjoys health and wellness initiatives.