Pfm casey

Casey Harrison

Associate, Advisor Engagement

What are three words people use to describe you?

Fun, sassy, hardworking

When you are not working, what do you care about most?

My family! Love my husband, kiddos, and our cat, Jasper.

What's your MoneyMind®?

Protection—I am a big saver! My long-term goal is to retire early and spend my days baking goodies and reading trashy novels.

Casey is responsible for coordinating and tracking firms throughout the partnership discovery process. She applies her background in project management and customer service to streamline the process by documenting potential acquirees, sharing relevant information, and making the transition from candidate to team member as seamless as possible.

Casey graduated from Ripon College with a bachelor’s degree in politics and government. An avid reader and bargain shopper, Casey lives in Downers Grove, Illinois with her husband and their three rambunctious children.

Ready to start a conversation? We’re here to listen.


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