Email: suzy@mccaywealth.com

Suzy Casey joined McCay Wealth Advisory, LLC in 2013, and now serves as our Chief Operating Officer.  Suzy is a licensed member of our team and is most capable in trade and service management. Suzy’s responsibilities include coordinating all operations activities for our branch, practice management, and essentially being the glue that holds everything together.  If a problem arises where a solution seems improbable, then Suzy is most likely the person that can fix it.  Please feel free to reach out to Suzy for any needs that may arise.

Suzy and her family are members of the Westwood Church of Christ. They enjoy spending time traveling and Saturday mornings at the soccer field. Suzy has three loving and active boys: Dylan, Logan, and Ryan.  Suzy is a graduate of Warren County High School and a past member of the Junior Auxiliary of McMinnville, where she served as President. Her parents, Lionel and Emily Panter, have been very active in the McMinnville Community for many years and helped demonstrate to Suzy the virtues of community service and the drive to help others.

Email: hannah@mccaywealth.com

Hannah was born and raised in Warren County, where she developed a deep rooted love for her community.  Hannah holds an Associate's Degree in Elementary Education from Motlow State Community College.  She is a member of the  Junior Auxiliary of McMinnville and is a supporter of Relay for Life, Meals on Wheels, Ronald McDonald House Charities, and St. Jude Children’s Research Hospital.  Hannah has over a decade of experience in the service industry, especially trained in the customer experience.  Hannah and her husband, Zac, have two children, Aiden and Hadley. They are members of Westwood Church of Christ. Hannah loves taking an active role in her church, volunteering in her community, attending live music events, performing with Warren Arts, the beach, and spending time with her family and friends.

Hannah is the Operations Lead for McCay Wealth Advisory and serves at our McMinnville office. She is well versed in numerous operational activities, including online access, performance reporting, 529 college savings, and new accounts.  Whether it be depositing a check or a complicated Per Stirpes designation, she is here to serve our clients' needs.  Hannah has a heart for service and education and is currently pursuing her Series 65 Licensure.  She sees every day as an opportunity to learn, teach, and assist.  Please feel free to reach out to Hannah for any operational need you may have.