MANAGER
TAX
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