Casey Yates
Paraplanner
Casey brings a strong background in financial services and client relationship management, with experience spanning both banking and fiduciary environments. Prior to joining Diversified, she was the administrative assistant at Safe Harbor Fiduciary, where she worked directly with the CEO and senior leadership to support investment operations and client servicing. Originally from Virginia Beach, Casey enjoys staying connected to her coastal lifestyle, taking every opportunity for a beach trip or a boat ride. She spends her time outside of work with her two dogs, Ace and Benny. Reading, cooking and enjoying new red wines.
