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. "
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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