Cassidy Buckner


Cassidy Buckner is a client services associate in the Retirement Plan Consulting Group, supporting the delivery of comprehensive retirement plan programs to our clients.

She is a specialist whose focus is on identifying and advising our plan sponsor clients of the potential for plan program failures and process inefficiencies.

Cassidy delivers a complement of services to our valued retirement plan clients, including review of qualified retirement plan documents, compliance tests, Form 5500s, contribution calculations, and projections.

Before joining Beltz Ianni & Associates, Cassidy was a Risk Management Specialist at Paychex where she identified and helped mitigate financial risks posed by standard payroll processes. Prior to Paychex, Cassidy held the position of Paralegal at Segar & Sciortino.

Cassidy holds a Bachelor’s Degree in Mathematics from the State University of New York College at Geneseo. She is experienced with LexisNexis legal research and technical writing.

Cassidy lives in Honeoye Falls, New York with her fiance, Joe, and loves creative writing and “DIY” home projects.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

« Back to Our Team