Cassidy Heulitt

Reception / Administrative Assistant

As the first person to greet you at the Affinity Wealth Management office, facilitating an innovative and supportive environment for clients is my priority. With nearly 15 years of experience in secretarial and legal administration, my greatest professional joy is watching our clients succeed.

Community has always been my primary focus. Growing up between Manhattan and the Hudson Highlands, I developed a deep connection to the places we call home and the people who make them thrive. That passion led me to Alfred University and eventually to Delaware City, where I actively serve on the Delaware City Tree Commission, Historic Preservation Commission, and as Vice-President of the Library Board—roles that allow me to give back to the community I love.

I focus on cultivating an atmosphere of excellence from the moment clients walk through the door, and supporting them as they work toward their goals is at the heart of what I do.