Phone:
(920) 544-0576
Casey Mahoney
Casey Mahoney, CFP®
Casey Mahoney, CFP®
Casey Mahoney is a senior advisor at Safeguard Wealth Management.
She has a passion for educating and empowering clients, and specializes in estate planning.
Prior to joining Safeguard, Casey worked at a large investment firm where she participated in all aspects of wealth management.
Casey, her husband Lawson, and their son live in St. Louis, Missouri. When not helping clients, she can be found spending time with family (including her dogs), gardening, and working on their “fixer-upper” home.
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