About
Casey
Casey is passionate about helping individuals and families navigate important life and financial decisions with clarity and confidence. She has a particular interest in working with young professionals and individuals facing complex financial situations, including equity compensation planning, tax strategy, and long-term retirement planning.
As part of the firm’s Asian Wealth Advisory initiative, Casey supports clients with culturally informed planning needs and brings a global perspective to client relationships.
Outside of work, Casey enjoys staying active through fitness training, hiking, and paddle boarding. She also enjoys road trips, spending time with family and friends, and relaxing with her dog.
Education and Professional Milestones
-University of Pittsburgh - master’s degree in accounting and business analytics
Casey is passionate about helping individuals and families navigate important life and financial decisions with clarity and confidence. She has a particular interest in working with young professionals and individuals facing complex financial situations, including equity compensation planning, tax strategy, and long-term retirement planning.
As part of the firm’s Asian Wealth Advisory initiative, Casey supports clients with culturally informed planning needs and brings a global perspective to client relationships.
Outside of work, Casey enjoys staying active through fitness training, hiking, and paddle boarding. She also enjoys road trips, spending time with family and friends, and relaxing with her dog.
Education and Professional Milestones
-University of Pittsburgh - master’s degree in accounting and business analytics