With more than a decade of experience as a financial advisor, Casie offers a breadth of knowledge to help her clients address their comprehensive financial needs. She works closely with them to craft custom portfolios and financial strategies that align with their long-term goals and risk tolerance. Patient and empathetic, Casie takes her time getting to know each client’s needs while making sure they understand their options.
Before joining Raymond James in 2018, she was a financial advisor with Stifel Nicolaus and earned a Bachelor of Arts in Hospitality Business from Michigan State University.
Casie is passionate about volunteering and giving back to her community. She is a member and sponsor of 100 Women Who Care and is involved with Kids’ Food Basket, the Susan Mast ALS Foundation and Kids’ Hope USA. Casie also volunteers weekly at her daughters’ school. In her free time, she enjoys spending time with family and friends, playing games and doing puzzles, traveling and watching sports – especially her beloved Michigan State.
A West Michigan native, Casie lives with her husband, John, and their daughters, Ella and Ava.