Casey joined the Chartered Financial Services Team in August of 2018. Her primary responsibilities include tracking, monitoring, and facilitating all business operations as well as supporting the Financial Planning Team. Casey graduated from Rutgers University with a degree in Communication and has many years of customer service, sales, and leadership experience across various industries.
Casey was born and raised in New Jersey and she lived on the Gulf Coast of Florida for a short while. She values the time she gets to spend with her friends and family and when she’s not working, she enjoys traveling, seeking out new experiences, and staying active.