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 2012, 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.
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.
Client Services Director
She received her Masters and Ph.D. from Arizona State University. She loves to travel. As a visitor to Tahiti (twice) she ran a marathon on the island of Moorea and even stayed in an overwater bungalow in Bora Bora!
Elizabeth is married to her husband Steve and lives in Mount Pleasant with their three children.