With a focus on building trusted relationships, Casey is dedicated to helping clients feel supported through transparency, thoughtful guidance, and timely communication. She works closely with individuals and families to help them understand their investment options, evaluate financial decisions, and develop strategies aligned with their long-term goals. Casey finds it especially rewarding to help clients navigate complex situations and make steady progress toward the future they envision. 

In addition to her work with clients, Casey serves as an Associate Advisor Group Lead, where she manages and mentors a team of advisors who support client relationships. In this role, she values collaboration and is committed to helping her colleagues grow professionally while working together to deliver consistent, high-quality service to every client.  

Casey brings more than 15 years of experience in the financial services industry, with a background spanning personal finance, secured and unsecured lending, and financial planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She brings a broad perspective to client relationships and approaches every interaction with a strong commitment to integrity and respect, guided by the belief that clients should be advised with the same care and attention she would want for members of her own family. 

Casey lives in North Royalton, Ohio, with her husband and two daughters. Outside of work, she enjoys spending time with her family, serving as co-lead of her oldest daughter’s Girl Scout troop, being outdoors, staying active through yoga and dance, and exploring new restaurants around Cleveland.