As a Client Service Associate, Casey is responsible for providing support to the wealth managers and serving as a point of contact for clients. She also handles daily account maintenance as well as operational support.

Casey has over 10 years of private wealth management experience, working directly with high net-worth individuals as a Client Service Associate, and has extensive knowledge of revocable and irrevocable trust accounts.

Casey graduated from Providence College with a Bachelor’s degree in Business Administration with a concentration in Marketing. She is currently enrolled in Boston University’s CFP® board-registered program.

Industry Accreditations & Affiliations

Boston Estate Planning Council – Member

Massachusetts Notary Public

Personal Interests

In her spare time, Casey enjoys traveling, cooking and spending time with family, friends and her Black Lab, Zoey.