Joining the team in 2021, Casey began her career in financial services in 2014. She has a vast amount of experience assisting financial advisors with their daily operations while providing exceptional customer service to clients. Casey also obtained the Financial Paraplanner Qualified Professional™ designation, which allows her to provide exceptional service to offices focused on financial planning. She strives to make a difference in both her professional life and the community with her optimistic approach.
In her downtime, she loves to travel, watch NHL hockey and SEC football, and spend time with her family.