Casi Wheeler

Manager

Client Accounting Services

biography

Meet Casi

Casi Wheeler is a Manager in the firm’s Client Accounting Services department, serving as a trusted advisor to many of the firm’s HNW clients. With an MBA from Texas A&M, Casi brings a wealth of knowledge and expertise to her role, specifically in partnerships and investments.

Casi lives in Canton, Texas, where she enjoys reading, traveling, and practicing archery. She is also the proud mother of a softball player and cherishes spending quality moments with her family and friends