Casey Rolfe Middlebrook Wealth certified financial planner

Casey Rolfe

CLIENT SERVICE ASSOCIATE

Specializes in:

Processing & Client Service Support

As a Client Service Associate at Middlebrook Wealth, Casey's diverse background allows her to excel in her role. With a passion for helping people and an aptitude for problem-solving and creative thinking, she is a valuable addition to the team.

Throughout her career, Casey has gained extensive experience in customer service, having spent 15 years in the food and beverage industry. Prior to joining Middlebrook Wealth, she served as the Development Manager for Blue Ridge CASA for Children, a local non-profit organization that supports children who have experienced abuse or neglect. Casey holds a Bachelor of Arts in Music from Christopher Newport University.

In her free time, Casey enjoys foraging for edible mushrooms in the woods, spending time with her cats Luna and Ted, and playing and singing music.

Casey Rolfe Middlebrook Wealth cfp financial planner
Casey Rolfe Middlebrook Wealth cfp

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