Team Profile

As a Senior Associate – Wealth Advisor, my work is focused on working with a team of managing advisors to provide support to client relationships. I strive to listen to clients’ needs, respond to their requests in a timely manner, and answer questions to build a relationship of trust and openness. My goal is to help my clients better understand their investment options, to be a dedicated resource, and to do everything in my power to help them achieve their financial goals.

Along with experience as a Wealth Management Banking Advisor, I have spent more than 15 years in the Financial Services Industry. I bring everything I’ve learned into serving my clients.

Professional Accreditations & Education

• Bachelor of Arts in Marketing, Ohio University

Up Close

• Casey makes her home in North Royalton, Ohio with her husband and 2 daughters
• Casey loves Yoga, cooking, and being outdoors