Casey Moss

Enthusiast
DISC Type : i

Wealth Planner at Spring Line Wealth Partners

Spicewood, Texas, United States

Overview

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. "

Personality Overview

Optimistic

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They are generally friendly, so be careful when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care 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.
Family-First Values
Described as someone who always puts friends and family first, he is a husband and a father of two children.

Media Appearances

Casey has no verified media appearances

Work History

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

Education

1995 - 1998
BS from Sonoma State University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Spicewood, Texas, United States Job Level : Middle Designation : Wealth Planner at Spring Line Wealth Partners
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Insights For Selling To Casey

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Compliment them about their personality if you get a chance
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Casey is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Casey

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Casey move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Casey take some risk or not?

  • They can take some low-probability risks if needed.

You And Casey

Personality Compatibility


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