Casey joined Homrich Berg in September 2024 as a Client Service Operations Specialist within our HB Family Office division. She works with the client service teams to assist with money movement, client meeting preparations, account opening, and maintenance.
Before joining HB, Casey worked as a Wealth Support Specialist II for Truist. She was with Truist for nine years, starting as a Branch Banker until transitioning to the Wealth Department where she assisted in client servicing and needs.
Casey is an active member of the Pinellas County Beekeeper Association. She received her bachelor’s degree in Business Management from the University of South Florida.
She enjoys spending quality time with her sister and parents, gardening, running, reading, and beekeeping.