Casey Mack Email & Phone Number
Financial Planner @ The Sum
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Casey Mack Location
- Spring, TX, US
Casey Mack Work
- Financial Planner @ (July 2024 - Present)
- Vice President, Financial Consultant @ (March 2012 - July 2024)
Casey Mack Education
- University of Nebraska-Lincoln
Bachelor of Business Administration - BBA (Finance)
2007
Casey Mack Skills
- Certified Financial Planner
- Estate Planning
- Financial Planning
- Financial Services
- Flat Fee
- Holistic Financial Planning
- Tax Planning
- Tax-advantaged Investment Strategies
Casey Mack Summary
- Casey Mack, based in Spring, TX, US, is currently a Financial Planner at The Sum. Casey Mack brings experience from previous roles at Fidelity Investments. Casey Mack holds a Bachelor of Business Administration - BBA in Finance @ University of Nebraska-Lincoln. With a robust skill set that includes Certified Financial Planner, Estate Planning, Financial Planning, Financial Services, Flat Fee and more. Casey Mack has 1 emails and 1 mobile phone numbers on RocketReach.
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