A second-generation financial advisor, Casey applies her family-first approach to her practice to help enable financial wellness for small businesses.

Growing up with a father who spoke enthusiastically and often about his career as a financial advisor, Casey inherited a passion for the industry and serving others. With almost a decade of experience in financial planning and advising, Casey uses a holistic approach that meets clients where they are in their life journey. Whether it’s sending grandchildren to college, traveling the world, or simply retiring comfortably, Casey creates a specialized plan to get her clients where they want to be.

Casey is a part-time professor through the UC Berkeley Extension: Personal Financial Planning and Certified Financial Planner™ (CFP) preparation program. As well as a content writer for the CFP Board. She is a co-lead and developer of the Siskiyou County Anti-Human Trafficking Task Force.

She lives in Mt. Shasta with her significant other and their dog. Her daughter is currently attending graduate school.  Casey is an avid lover of all things outdoors and can be found hiking trails and cycling the peaks on the weekends.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• CFP^®
• UC Berkeley Extension: Personal Financial Planning and CFP preparation program
• Content writer for the CFP Board
• California State Insurance License
• Series 66 License

EDUCATION

• Accelerated Personal Financial Planning Certification, Finance, General, UCLA Extension
• Master of Science, Counseling Psychology, National University
• Bachelor of Arts in Business and Managerial Economics, Simpson University