Lindsay B. Casey

5005 LBJ Freeway, Suite 1313
Dallas, TX 75244
lindsay.casey@southernwealth.com
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T: 972.661.4600
F: 972.934.8310

Provides tax planning and compliance services with a focus on individuals, trusts and complex partnerships
Joined Southern Wealth Management in 2015
Formerly with KPMG
Bachelor of Business Administration in Accounting from the University of Texas at Austin
Master’s degree in Professional Accounting from the University of Texas at Austin
Licensed Certified Public Accountant