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Lindsay Boswell Casey

  • BBA and MPA in Accounting with honors from UT Austin
  • Started career at KPMG LLP
  • Spent 7.5 years at Southern Wealth Management LLP
  • Passion for client service and strategic tax planning
  • Licensed CPA in Texas
  • Completed Capstone in Financial Planning at SMU


Our Financial Services

Compliance

  • Taxes: High Net-Worth Individuals, Family Groups, Trusts, Investment Partnerships
  • Estimated Tax Payment Coordination
  • State and Local Filings

Planning

  • Income Tax Projections
  • Charitable Giving
  • Tax Advantageous Investing
  • Family Planning & Gifting


Management

  • Bill Pay & Private Client Services



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