As Associate Wealth Advisor, Casie works closely with clients on a regular basis, assisting with various questions they may have regarding their financial accounts. She also works with multiple custodians to process client requests, such as deposits, distributions, new account processes, or account maintenance. Casie was previously a Client Relationship Specialist at JFS.
Casie received a Bachelor of Science in Business Administration degree in Finance and Undergraduate Certificate in Leadership from Youngstown State University (OH).
Prior to joining JFS, Casie completed an internship with F.N.B. Corporation.
Outside of work, Casie spends most of her time in the gym, enjoying the outdoors, or catching up with family and friends.