Casey has been with the firm since 2007 and became licensed in health and insurance at the end of 2008 (AR Ins. License #344551). As Client Service Associate, she assists in handling clients’ requests on both the investment and insurance sides of the business. She also conducts annual policy reviews, manages the client database and generally makes sure that nothing falls through the cracks.
Casey holds a bachelor’s degree in marketing from the University of Central Arkansas, and spent a summer studying in Colima, Mexico. As a proud mother of boys, she enjoys the outdoors, running, and cooking for her family. Casey is also active with a local women’s shelter, Women & Children First, serving as a member of their “Peacekeepers” Board.