As a Senior Client Services Associate, Casey brings to our firm compassion, encouragement, and respect. What this means is that she is able to focus on delivering exceptional service and support and enable our associates and clients to be better educated, organized and prepared during important life transitions financially and emotionally. The real benefit is the confidence and capability she brings to better serve the professionals at Centinel Financial Group and the needs of our clients.
As an integral member of the operations team, she works directly with our firm's management team and brings valuable knowledge and insight to the operational service aspects of the firm. Casey is passionate about helping people live the life they've imagined for themselves and their families in the present and future.
Casey graduated from Lasell College with a Bachelor of Science degree in fashion and retail merchandising. During her junior year, Casey attended Richmond University in Florence, Italy.
Casey enjoys traveling and making pasta and wine with her family. She actively volunteers with several community organizations throughout New England. Originally from Connecticut, Casey currently resides in Watertown, Massachusetts.