Wealth Designed. Life Defined.

About Casey

Casey joined Carson Wealth in March 2022. She is passionate about assisting clients and maintaining excellent business operations. Casey has strong teamwork values and enjoys being a member of the team.

An experienced customer service professional, Casey also has a professional history in the financial services industry. Before joining the Carson Wealth team, she served as a loan specialist for a local Portland mortgage company.

Outside of work, she keeps both her mind and body engaged by listening to live music, swimming and journaling. Casey can also be found enjoying musical theater, traveling and practicing yoga.

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.