Meet the team behind your plan.
We are a family-owned firm
focused on pursuing the best
possible outcomes for our
clients.
Founded by Kirk and Jessica Cassidy ("C2") over twenty years ago, we are a national financial planning firm focused on helping individuals and families orchestrate their entire financial lives across investments, taxes, and estate planning.
Above all else, our mission is to help clients achieve greater financial freedom, clarity, and confidence while reducing fear and uncertainty around money. That purpose guides everything we do.
No matter who you speak with or meet, you’re supported by the full strength and expertise of our entire team.
Since our founding in 2005, we have grown into a dedicated team of nearly 40 professionals with responsibility for approximately $2.5 billion in client assets (as of November 2025), representing over 1,000 households and families.
At C2, advisors, planners, CPAs, and estate professionals move in sync behind the scenes, all working along the common axis of a plan. Every decision, detail, and adjustment is anchored to that framework. We believe great client outcomes aren’t accidental; they’re created by a great team working from one plan.
Leadership
Our Core Values
What Drives Our Team: A Culture of Excellence and Care
Love of the Game
We believe the primary ingredient of great work is great care. We sweat the details for our clients, optimizing every decimal, and care more about getting it right than being right. We take pride in the craft of what we do.
The Team, the Team, the Team
We believe a great team is made of great differences. We come together through high trust, low ego, good intent, myriad perspectives, lots of care, and no malice. Getting to do it together is what makes it great.
Internal Locus of Control
We believe that challenges are a gift. We are high-agency and highly accountable. When something is unclear, broken, or stuck, we move it forward. Taking ownership is the standard. Put it on us.
Driven to Help
We believe that the best part of what we do is helping our clients. We will always do the hard work behind the scenes to put them first. Taking care of the families we serve and delivering great results for them comes above all.
Advisors
Tax & CPA
Operational Team
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.