Casey is an Administrative Assistant at SageView Advisory Group. Her responsibilities include providing administrative support and assisting in the daily needs of the office. Prior to joining SageView, Casey was an Administrative and Marketing Associate at Bloomfield Investment Group, an independently owned wealth management firm, providing investment guidance and excellent client service to individuals, executives and business owners to pursue the preservation of their purchasing power throughout their lifetime.
Casey brings over fifteen years of administrative experience, ten of those being in the finance industry. She earned her bachelor’s degree from Tarleton State University in Stephenville, TX.
Outside of the office, Casey spends most of her time with her teenage son Holdyn. They are avid Texas Rangers and Dallas Cowboys fans and spend a lot of time cheering on their favorite teams. She has been a volunteer with Crisis Text Line since 2015 and held many roles within the organization. She is actively involved in assisting victims of human trafficking in finding a better quality of life.