Casey began her business career with Wells Fargo Bank in 2006. She worked in New Braunfels and Westlake and held positions of teller, personal banker, and service manager. In her four years as a manager, she had an opportunity to lead a ten person team to success in compliance and operations. While working in Westlake, she worked alongside the Wells Fargo Advisor Group and was able to help her customers succeed financially.
Casey joined ML&R Wealth Management LLC in September 2015, where she provides day-to-day support for our Wealth Management and Family Office service lines. About the firm’s family friendly policies, Casey believes “ML&R gives me the ability to not only succeed at the workplace, but also at home.”
Texas State University - Elementary Education
Central Texas College
Current: Capital Area Food Bank, Volunteer; Central Texas Tres Dias, Board Member at Large; Hays County Food Bank, Volunteer; Hope & Love 4 Kids, Board Member; Meals on Wheels, Volunteer
Past: Any Baby Can, Volunteer; Mini’s and Friends, Volunteer