Casey brings over nine years of experience in the investment industry and is a Financial Paraplanner Qualified Professional™ through the College of Financial Planning. She is deeply committed to supporting smooth day to day operations while delivering exceptional service to clients. Casey is passionate about building strong relationships with both new and existing clients and takes pride in contributing meaningfully to the overall success of the team.
Raised just outside Nashville, Tennessee, Casey now calls Missouri home, where she lives with her new husband, Grant, and works fully remote for Buck Wealth. In her free time, she enjoys interior design, traveling overseas whenever possible, and supporting her favorite teams, the Tennessee Volunteers, Nashville Predators, and Washington Commanders. She values time with family and close friends and especially enjoys watching her niece and nephews grow year by year.
*Not Registered with LPL Financial