Denver Tech Center, Colorado Office
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Casey helps clients pursue their goals through personalized guidance and coordinated financial planning. She focuses on retirement readiness, investment alignment, and overall financial organization.
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She joined EP Wealth’s Denver office in 2023 after supporting clients and advisors at national investment firms. She earned a B.B.A. in Business Administration and Real Estate, with a minor in Spanish, from the University of San Diego.
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Her approach is relational, proactive, and easy to follow. She builds straightforward plans and keeps clients engaged through regular communication, believing confidence grows from clarity and consistency.
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A lifelong athlete, she enjoys tennis, volleyball, pickleball, and golf, and exploring Colorado’s small towns, trails, and scenic landscapes.
Connect with Casey
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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