Our Team
Meet our Team
With more than 10 years in wealth management, Casey brings both experience and heart to her work. She’s passionate about helping clients feel confident and supported – whether guiding small business owners, navigating complex equity compensation or building personalized financial plans. With the launch of her own firm AGT Wealth Management in 2026, she’s excited to bring her well-rounded, relationship-driven approach to every client she serves.
At the core of Casey’s work is a commitment to building genuine connections through curious excellence – taking the time to truly understand each client’s goals while holding herself to the highest standard of care. As a lifelong learner, she continually evolves alongside the ever-changing financial landscape to better serve those who trust her.
Casey earned her Personal Financial Planning Certificate from UCLA and became a CERTIFIED FINANCIAL PLANNER® professional in 2021. Along the way, she’s gained valuable experience working with larger wealth management firms and eventually becoming an owner of Enso Wealth Management. Her educational background includes a bachelor’s degree in business and human resources management from Simpson University, as well as a master’s degree in counseling from National University – something that deeply shapes her empathetic, client-first approach.
Casey is a part-time professor for the UC Berkely Extension in their Personal Financial Planning and CFP® preparation program. She also serves as a mentor to CFP candidates. As a lifelong native of Mt. Shasta, Casey served her community on the board of directors for the Chamber of Commerce for seven years. She currently serves on the board of directors for the Sam Chase Foundation.
Outside of work, she enjoys spending time in nature—running, hiking, cycling or cross-country skiing—with her partner Andy, their two dogs, Walter and Dee, and staying close with her daughter, Kristen.
