Casey Moss in

Casey Moss

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Wealth Planner at Spring Line Wealth Partners
📍 Spicewood, Texas, United States

Casey Moss is a Wealth Planner at Spring Line Wealth Partners, leveraging 25 years of experience, including 13 years as a business owner. Inspired by his family of entrepreneurs, he specializes in financial planning for business owners and holds a Business degree from Sonoma State University.

Originally from Lake Tahoe, Casey is a family man with a wife and two children. He grew up snowboarding but has since embraced Texas culture, becoming skilled at smoking meat. He is active in his local community through the Horseshoe Bay and Marble Falls business associations.

He learned valuable business skills working alongside his father, which made him an "astounding problem solver. "

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Experience
27 Years
Current Role
Wealth Planner
Job Level
Middle
Location
Spicewood, Texas, United States
Personality Overview

How Casey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Casey cares about

Small Business Finance
Having owned his own successful business for over 13 years, he has deep, firsthand insight into the financial challenges and opportunities that business owners face.
Community Involvement
He is an active member of his local community, participating in the Horseshoe Bay Business Alliance and the Marble Falls Highland Lakes Chamber of Commerce.
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Career

Work history

10-2025
Wealth Planner
Spring Line Wealth Partners
6-2025
Client Relationship Manager
Spring Line Wealth Partners
10-2012 - 10-2025
Owner
Condor Document Services
8-2009 - 3-2013
Sales Director
Garia Inc.
2-2008 - 7-2009
Business Development and Sales
PetRelocation.com
In the press

Media appearances

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Education
1995 - 1998
BS
Sonoma State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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