Cassie Coyle
Cassie Coyle is a financial strategist based in Pueblo, Colorado, dedicated to helping individuals and families build stronger financial futures through education and practical planning. She works with World Financial Group and the Miliare Group, providing a range of financial services focused on income protection, debt reduction, and long term financial strategies.
Cassie’s mission is centered on empowering families with the knowledge and tools they need to make confident, informed financial decisions, especially those who may not have access to traditional financial planning resources.
Her path into financial services was shaped by her earlier career supporting individuals with developmental disabilities. After earning her Bachelor of Science in Social Sciences from Colorado State University Pueblo, Cassie served in a leadership role where she helped individuals develop employment skills and achieve greater independence. As someone who is visually impaired herself, she has a deep personal commitment to mentoring and advocating for others facing similar challenges.
She later transitioned into the financial services industry, beginning in insurance and expanding into comprehensive financial strategy over the past several years. Today, Cassie focuses on serving families across middle America, guided by her belief that no family should be left behind.
Her work is rooted in the principles of the five Fs, faith, family, finance, fitness, and fun. She approaches every client interaction with the goal of making a meaningful impact, whether by improving someone’s financial situation or simply brightening their day.
• Colorado State University Pueblo - Bachelor of Science - BS, Social Sciences
• World Financial Group
• The Miliare Group
• President of the Board for Center Towards Self Reliance (2 years)
• Board Member for Center Towards Self Reliance (6 years total)
What do you attribute your success to?
I believe that if I put my mind to something, nothing's impossible. My mom taught me that because I was born with glaucoma, and she told me that anything I set my mind to, I can achieve. I think it was in a movie a long time ago - if you can conceive it, if you believe it, you will achieve it. That's what I have to do. I have obstacles, yes I do, but then every so often you have to go back and realize you're the person who wants to achieve this, so put that mindset there. I don't consider my disability an obstacle - I figure my disability is like the color of my eyes. It's not a disability, it's just a part of who I am. Even though it may have taken a while to achieve my degree because it was a long process, it was worth it in the end. I just want to try to show people that if you put your mind to it, even if you have some obstacles, you can be as successful as you can.
What’s the best career advice you’ve ever received?
Even when you're down, we're all human, so expect those moments and live through those, because you're going to learn from those. Even though you're frustrated at that time, learn from those, because we're all gonna have them, no matter what. Sometimes failure is just a way of learning. I read the book 'Go For No,' and it teaches you that I'm going to get a lot of rejections and things, but you just chalk those up as a learning tool - fail forward, go for no, and learn from it. The more no's you get, the next one might be that yes, so you're continuing your consistency and your activity no matter what.
What advice would you give to young women entering your industry?
I would tell her to always work with your mentors and be coachable. We'll be teaching you, so have a positive mindset. Mindset is 90% of success, and if you do those things, it sets you right in the beginning. I know if I don't do all those things sometimes, it doesn't go right. Keep that positive mindset, express your gratitude daily, be thankful for what you have, and use your mentors and be coachable, because it really makes a difference to be coachable. Sometimes I'm not as coachable as I want to be, and then I have to go back and look and ask myself, well, what am I not doing that Kim told me to do? Then go do that.
What are the biggest challenges or opportunities in your field right now?
There are great opportunities for women in this industry. Transamerica is actually our parent company that owns World Financial Group, and 51% of the leadership in Transamerica are women. We're very diverse within World Financial Group - you find people from different countries, all different backgrounds. I actually think we're the opposite of having challenges. We're going to empower people because we're helping them build their own agency. The guidelines are right there for how you get promoted, and there's no politics. I see the opportunities here. We'll train people too, so we will help train them. That's what's great - we'll help you even if you don't have a lot of experience, we'll help you along the way and gain that experience. We tell people you're owning your own business, but you're not in business alone.
What values are most important to you in your work and personal life?
Integrity is extremely important to me. I've raised four kids - my youngest is in their twenties, I have two girls, and I'm gonna be a grandma in about a month. My girls are very successful - one is becoming a nurse and is already a medical assistant, one works in marketing. My son works with autistic children, and my other son is getting a new job. Truth, being true and authentic to yourself in your career and in your life, is critical. There's no sense in putting on a facade if it's not you. You've got to be true to yourself, because that's going to help you with that integrity. It's going to help you in your career, because people are going to see that you're genuine when you speak to them. Your authenticity and your integrity will come out if you're not putting on a face for this and a face for that.