Casey Mahoney, CFP® 

Casey has a passion for educating and empowering clients, and loves using her expertise to position her clients for successful retirements. Her favorite part of this role is seeing clients gain confidence in their financial plans through their partnership with Safeguard.

Prior to joining Safeguard, Casey worked at a large investment firm where she participated in all aspects of wealth management with high net worth individuals. She is a CFP® professional who is dedicated to lifelong learning and professional development.

Casey, her husband Lawson, and their two children live in St. Louis, Missouri. When not helping clients, she can be found spending time with family (including her dogs), gardening, and working on her fixer-upper home. Her biggest and most unpleasant accomplishment so far with the home has been removing painted popcorn ceiling from the entire house.