Cass Matthews

Cass Matthews is a Client Service Coordinator at Cleveland Wealth LLC, where she supports principal Tom Stockett. Her work centers on delivering organized, responsive, and client-focused support as she continues to grow her career in the wealth management industry and pursue her CFP® certification.

Prior to joining Cleveland Wealth, Cass worked in marketing and brand communication roles with Sandals Resorts International in Miami, as well as with a travel and hospitality startup in Barcelona, Spain. Cass later transitioned into retail banking with Opportunity Bank of Montana, where she gained experience in financial operations and personalized client experience.

Ms. Matthews is an alumna of Clemson University, where she earned a Bachelor of Science in Marketing with an emphasis in Brand Communications. Originally from Chicago, she also spent significant time in Montana, where her family resides. Cass is fluent in French and enjoys being outdoors, traveling, spending time with friends and family, and attending sporting events.