Casey Fitzpatrick

Relationship Manager & Client Services Associate

Casey is a Relationship Manager working closely with our clients to assist in the creation and implementation of their financial goals. She brings an incredible work ethic to our team and is an extremely positive and caring person.  She truly enjoys helping people, something that’s evident in her commitment to serving our clients and our community making her a perfect fit for our client-centric culture. Her goal is to take care of her clients such that each one of them feels uniquely special.

Casey Fitzpatrick has recently returned to her native hometown of Fresno after living in the Seattle, WA area.  A graduate of the University of Washington, she brings a diverse wealth of strategic corporate and non-profit experience including her work with Microsoft,, various entrepreneurial startups, and most recently The Leukemia & Lymphoma Society. 

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