Casey Bettencourt, FPQP™

Casey Bettencourt, FPQP

Senior Planning Assistant

Casey is responsible for working in collaboration with our wealth advisors to develop comprehensive financial planning analysis, helping our clients clarify and pursue their long-term financial goals. She holds a Financial Paraplanning Qualified Professional (FPQP®) designation and is currently in pursuit of her CERTIFIED FINANCIAL PLANNER (CFP®) certification.

Casey's calling to pursue a career in financial planning is fueled by her desire to help change a person's life through the correct management of their money. She believes that by replacing uncertainty with understanding she can make a meaningful impact.

Originally from Bethesda, Maryland, Casey graduated from the University of Maryland with a degree in finance and business analytics. Throughout her four years in College Park, Casey was an active member in her acapella group, Pandemonium, as well as her sorority, Kappa Alpha Theta. After various internships in the financial services sector, Casey began her journey in financial planning completing an externship with the Financial Planning Association and shortly after interning for a wealth management firm in Rockville, Maryland. Recently, Casey acquired her Financial Paraplanner Qualified Professional designation from the College of Financial Planning.

Outside of the office, Casey is a yoga instructor at Corepower Yoga and enjoys running, singing, and spending time with her two rescue labs.