What They’re Saying About Us

Academic Institutions

  • "Casey was a wonderfully articulate teacher who used a customized, easy-to-grasp presentation format. She made financial literacy engaging, leaving everyone with newfound confidence about future earnings and debt management. We highly recommend Casey!"

    – Jim Henry, Head Coach & Alexis Katz, Co-Chair Career Development, Yale University

  • "The information Casey shared with our MBA students should be mandatory learning for all students and young professionals."

    – Assistant Director, Heilbrunn Center, Columbia Business School

  • "Casey’s workshop was incredibly helpful. She covered topics like 401ks and investing, making them easy to understand for our age group. Everyone who attended walked away with a clearer understanding of real-world finances."

    – Brooke McDermott, VP of Professional Activities, Delta Sigma Pi, George Washington University

Corporate Partners

  • "Casey brings extraordinary passion and limitless knowledge to financial wellness. Her experience, from Wall Street to classroom, makes her the perfect guide. I would recommend her for any project."

    – Kush Kotecha, VP of US Strategy, Prudential

  • "It was an absolute joy to be on the receiving end of Casey’s well-structured, engaging presentation. Believe me, they can be few and far between in this industry!"

    – Pip Llewellin, Design Partner, BrandPie

  • "Casey is the real deal. She covered a wide range of personal finance topics that were both useful and tactical for our team, most of whom are in their 20s and 30s. I’ve never seen them so engaged."

    – Mariah Chase, CEO, Eloquii (a Walmart Company)

  • "Casey provided our young professionals with simple but impactful examples of how to think about their financial future. Her program was clear, actionable, and left our team eager to implement her tips immediately."

    – Catherine Lugo, Claims Training Manager, PURE Group of Insurance Companies

  • "We’ve hosted Casey at Barclays for several sessions with interns and associates. Her advice was insightful, useful, and most importantly, simple! Feedback was overwhelmingly positive, and we’ll definitely have her back."

    – Sahib Anand, Analyst, Barclays Bank

Higher Education & Student Testimonials

  • "Casey’s session taught me more about personal finances in one hour than I’ve learned in years of school and work. I wish this session had been available when I started my career."

    – Kate Atwood, Social Media & Marketing Consultant

  • "I initially avoided financial planning, but Casey’s storytelling approach changed my mindset. Her session was fun, memorable, and made complex terms easy to understand. I highly recommend Casey for any financial literacy workshop."

    – Li Chen, Life Labs Learning

  • "I feel empowered and equipped to build wealth thanks to Casey. She simplified the complexities of finance, making it not only easy to understand but also fun to implement."

    – Massalla, Life Labs Learning

  • "The session with Casey was life-changing. Her tips on savings, debt management, and investments were clear and easy to implement. She made finance approachable and fun!"

    – Matt Taguer, Staff Accountant, Ernst & Young LLP

Government & Non-Government Organizations

  • Thank you for allowing Casey to be at the DoD Financial Readiness Training Symposium to support our event. She did an outstanding job and her being there was a big reason why the day was so successful. She’s a real team player.

    – Mark Joyner Policy analyst, Personal Financial Readiness Department of the Air Force

  • It is our great honor to have you as the keynote speaker sharing your insights on financial literacy education during our conference at the United Nations on Empowering Rural Women Financially to Combat Poverty and Gender Inequality.

    – Bryan Fu, Financial Inclusion Group, TABF

Ready to Transform Your Financial Knowledge?