Casey Jensen

In 2021, Casey embarked on her journey with Mercer Advisors, eager to assist individuals in achieving Economic Freedom™. She holds a FINRA Series 65 License and earned a B.A. from Westmont College in Santa Barbara. Casey previously worked in investment banking and venture capital before joining Mercer Advisors with a sincere dedication to delivering exceptional service to clients. Although Casey appreciated the quantitative aspects of her previous roles in finance, she aspired to build a career focused on personal interactions rather than institutional dealings. She remains steadfast in her commitment to help guide clients on their path to Economic Freedom™. Beyond the office, Casey enjoys cooking, hiking, kickboxing, and traveling to discover new destinations and cuisines.