Suzzie is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, she supports advisors with administrative tasks, facilitates client communications, and helps with various other needs such as money movements and scheduling. Previously, she worked as an E-file Relations Supervisor and in the Writs Department at Provest Litigation Services. She also spent several years in a customer service role with Marriott's Ocean Pointe. Suzzie currently resides in West Palm Beach and enjoys plants, the beach, and exploring in her spare time. Previous Experience E-file Relations Supervisor at Provest Litigation Services LLC Writs Department…

Casey serves as a Senior Advisor Associate in the firm’s Boca Raton, FL office. In this role, he supports advisors in their day-to-day work with clients, focusing on building and maintaining client relationships by providing the highest level of service, thoughtful attention to detail, and exceptional execution of client requests. Previously, Casey worked as a Relationship Specialist at Charles Schwab, where he provided support services for Wealthspire, collaborating directly with operations staff and working to find solutions to improve firm operations. He also completed a financial advising internship with Mosaic Wealth Management Group and worked briefly as a teller for…