Casey Kane is our office administrator and an invaluable part of the PCIA Charleston team. As our office administrator, she’s always working face-to-face with clients to ensure that they receive the exact care they need. Whether she’s booking appointments, taking phone calls, processing paperwork, or helping Jason and his clients reach their objectives, our office would not run without her. “This team is special, and I know that Jason does anything he can to help our clients, so I do anything I can to help Jason,” says Casey.

If you’ve visited or called our office, you’ve likely had the pleasure of speaking with Casey. In fact, her favorite thing about working with us is getting to know clients and understanding their goals to better prepare them for meetings with Jason. “I want all of our clients to know exactly what they can expect when they meet with Jason,” Casey says. “It’s about so much more than just the one meeting. We’re hoping it’s the first step on a journey they embark on for the rest of their lives, so we want them to be ready.”

A graduate of Cazenovia College in Cazenovia, New York, with a bachelor’s degree in business management, Casey recently joined the financial industry, but her tenacity and hunger for helping clients help her fit perfectly into this fast-paced world. “Finance is a special industry because we actually see people make impactful decisions, and we see them hit milestones in life. I love that I can be a part of that,” she says.

She is originally from New York, but she now calls West Ashley home, living just across the bridge from our office. Throughout college, Casey competed on her school’s Intercollegiate Horse Shows Association team, and she’s still passionate about riding horses. When she’s not at the office, she enjoys spending time with her husband, Paul, and her husky, Koda. The three often take advantage of our beautiful weather and beaches, or they can be found trying new restaurants all across the Charleston area.