Financial Paraplanner Qualified Professional (FPQP®)
Client Service Manager
Joining The Network in 2021, Casey began her career in financial services in 2014. She has a vast amount
of experience assisting financial advisors with their daily operations while providing exceptional
customer service to clients. Casey also obtained the Financial Paraplanner Qualified Professional™
designation from the College of Financial Planning, which allows her to provide sophisticated support to
offices focused on financial planning. She strives to make a difference in both her professional life and
community with her optimistic approach.
Casey currently resides in Nashville, Tennessee. A graduate of Tennessee Technological University, in her
downtime, she loves to travel, watch NHL hockey and SEC football, and spend time with her family.
- Financial Paraplanner Qualified Professional (FPQP®)