Casey joined the Stoic Private Wealth team in the spring of 2026, bringing several years of experience in the financial services industry since entering the field in 2022. Along the way, she’s developed a genuine passion for delivering exceptional client service and creating a seamless experience for the families she serves.
As Client Service Associate, Casey plays an integral role in implementing the Bountiful Wealth Process®, helping ensure every client receives a consistent, personalized experience. Holding her Series 65 license, she is committed to providing thoughtful guidance, proactive communication, and the high level of care that defines the Stoic Private Wealth experience.
Casey has called Hickory home for a decade. Outside of work, she enjoys spending time with her partner, Jay, their three cats, and her two young nephews. Originally from Buffalo, NY, she remains a loyal Bills fan, loves getting lost in a good book, and is rarely far from a good cup of coffee.
