As an Administrative Assistant and Billing Coordinator, Casey works to streamline the billing and collections process within the Trust Services Group and collaborates across various departments of the firm as needed.  She works in tandem with the Trust Officers and Trust Administrators, the Chief Fiduciary Officer and Head of Trust Services, to ensure accuracy and efficiency with invoicing and communications alike.  Casey aids in creating and enforcing billing cycles, keeping accurate financial records to reduce payment discrepancies and mitigate erroneous billings.

With keen attention to detail and a client-forward mentality, her underlying goal is to bring heart, professionalism and precision to her work and communications.  With a vast history in customer service roles, Casey’s utmost focus is on client satisfaction and often serves as a liaison between the Accounting Department, financial advisors, and Trust Officer/Trust Administrator teams.

Casey is always willing to jump into specialized projects and looks forward to continued growth within her role.