Kasey joined Carroll Financial Associates in December 2019 as a Client Relationship Manager on Bill Trahan’s team. Prior to that she worked at a local accounting firm. She also spent many years working in her family’s travel agency. She is excited to provide her clients with the best possible service every day and build lasting relationships.

Kasey is a native Charlottean. She enjoys traveling all over the world. Some of her favorite places include Italy, Spain, France, and New York City. When she is not traveling she spends her time cooking, reading, watching sports and spending time with her family and friends. She lives in south Charlotte with her rescue dog!

 

Carroll Financial Associates, Inc., a Registered Investment Advisor.