Client Service Associate
Casey began her career in the financial world in 2012 working as an administrative assistant for a small independent practice. From there, she moved on to work for a larger branch office associated with LPL Financial where she assisted advisors in transitioning their business to independent practices.
Casey graduated from Colorado State University in 2011, with a degree in Interior Design, and has always had a passion for creativity. She and her sister opened and operated a small painting and wine studio for 3.5 years that challenged Casey to combine the business practices she had learned in the financial world into a creative industry. She was drawn back to the financial world to be able to combine her operational and client service skills with her creative event planning and marketing to work for Valorem in 2019!
Casey is getting married and in her spare time is busy planning her wedding with her fiancé! When they are not wedding planning, they can be found rooting for their favorite sports teams (CSU Rams, Broncos and Rockies) or taking in a country concert, preferably at Red Rocks. They are both Colorado natives and enjoy spending time with their family and friends as much as possible!
Getting to Know Casey
- Favorite food: Mexican
- Favorite quote: ‘The future belongs to those who believe in the beauty of their dreams’ – Eleanor Roosevelt
- If you could meet anyone, past or present, it would be: Lincoln
- Favorite book: Harry Potter Series
- Favorite movie: Titanic
- Place you’d most like to visit: Italy