Casey Wheeler serves as a Client Relationship Specialist with over 15 years of experience supporting clients and advisors across both the investment and insurance sides of the business. She plays a key role in handling client requests, conducting annual policy reviews, managing the client database, and ensuring that no detail falls through the cracks. Her focus on organization and proactive communication helps deliver a smooth, personalized client experience.
She joined the firm in 2007 and has become a trusted point of contact for clients, known for her responsiveness, professionalism, and dedication to exceptional service.
Casey holds a bachelor’s degree in marketing from the University of Central Arkansas and spent a summer studying abroad in Colima, Mexico, broadening her cultural and professional perspective. She is licensed in health and life insurance (AR Ins. License #344551).
Casey enjoys spending time outdoors and cooking for her family. She is also actively involved in her community, serving on the “Peacekeepers” Board for Women & Children First, a local women’s shelter that supports women and families in need.