Cassie Taraboletti, CFP®
Chief Operations Officer & Executive Vice President
Cassie Taraboletti, CFP® is an alumnus of Truman State University in Kirksville, Mo., where she received a Bachelor of Arts Degree in Business Administration with a concentration in Finance and a minor in Statistics.
Cassie has worked in various capacities at Midwestern Securities since 2005. Her roles have included Representative Assistant, Service Coordinator for our advisor partners, and Financial Advisor in one of our partner financial institutions. She also has experience in retirement plan administration, having worked at a local TPA firm.
As Executive Vice President and Chief Operations Officer, Cassie is involved in all aspects of the business and is responsible for tracking the activity and progress of all departments for reporting to the CEO and executive team. Additionally, she directly oversees the Service and Technology teams in providing operational support to our financial advisors.
Cassie holds the Series 7, Series 66, Series 24, Series 53, and Series 27 licenses from FINRA, as well as the Illinois Life & Health Insurance license. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2011.
Cassie was raised in Canton, Ill., and now lives in Bartonville, Ill., with her husband, Aaron, and their daughters. She enjoys watching movies, working out, binge-watching Netflix, and traveling. She has completed five Ironman triathlons. Cassie has also previously served on the board of directors for the Peoria YWCA and as President of the Kiwanis Club of Peoria.