Casey Bettencourt FPQP™

Casey is responsible for working with our wealth advisors who develop comprehensive financial planning analysis to help our clients clarify and pursue their long-term financial goals.

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, MD, Casey graduated from the University of Maryland in Spring 2022, with a degree in finance and business analytics. Throughout her 4 years in College Park Casey was an active member in her acapella group, Pandemonium, as well as her sorority Kappa Alpha Theta. After various finance internships, Casey began her journey in financial planning completing an externship with the Financial Planning Association and shortly thereafter interning for a wealth management firm in Rockville, MD. Most recently Casey has acquired her Financial Paraplanner Qualified Professional designation from the college of financial planning. 

Outside of the office Casey enjoys running, singing, traveling, and spending time with her two rescue labs.