A culture of service From a collaborative, family team
As our Director of First Impressions, Casey strives to make all guests feel comfortable and at ease from the moment they call or stop by our office. A great listener, she is responsible for determining who best on our team can assist with your unique question or request and can get you the answers you need.
Part of the operations team, Casey believes extraordinary client service is her most important priority and provides it with compassion and enthusiasm as she manages the front office and helps plan special events for our clients and friends. Whether you want to update your personal records, check your account balance, access your portfolio’s performance or view your account online, she can help.
A Penn State University graduate, Casey earned a degree in bio-behavioral science. She lives in Altoona with her husband, Drew, and two Airedales, Ocie and Pip. In her free time, she volunteers at Mending Heart Animal Shelter and enjoys reading, exploring beaches and spending time with family.