Casey's estate planning practice focuses on empowering families with improved lives today and a legacy for tomorrow. She prides herself on being the trusted advisor families can rely on to help them understand the often complex process of financial and legal decision making during the estate planning process.
Casey is originally from the Baltimore, MD area. She graduated from the University of Baltimore School of Law in 2013, and quickly went to work in the field of estate planning where she was exposed to the traditional, transactional model that far too often leaves many gaps which result in unnecessary conflict and lost assets.
As a mother to three children, Casey is reminded every day of the importance of life and legacy planning that leaves your loved ones with a sense of love, care and ease.
Casey resides in Mt. Pleasant, SC with her husband, Dave and three children. She is licensed to practice law in Maryland and South Carolina.
Dave is responsible for managing the client experience. He assists and guides clients through the planning process to ensure their needs are met, and the process is completed smoothly.
He is originally from Catonsville, MD and worked in the non-profit field before joining Schwartz Legacy Planning.
Dave is married to Casey, and they live in Mount Pleasant, SC with their three children.