Casey Moser

Prior to entering the wealth management industry, Casey spent nearly twenty years working at a pediatric medical group with ten physicians. Her experience in various roles assisting physicians and their patients in a fast-paced environment, prepared her for the switch to assist in the complex financial advisory industry.

When out of the office: When meeting Casey, you may be surprised to learn that she is a young grandmother of six grandchildren with whom she spends much of her time along with her children and husband of twenty-five years. A proud military mom with a son in the Marines, she loves all types of design and enjoys dreaming up projects for her husband to make a reality. When not designing projects, she enjoys taking road trips, camping, and outdoor activities.

Higher Education & Certifications: Akron Institute of Medical Billing