Casey K. Smith

Casey K. Smith is a Compliance and Human Resources Associate for JFG Family Office. In her role, Casey oversees all HR policies and procedures, assists the Chief Compliance Officer and Compliance Analyst, and is the primary point of contact for new employees. She is passionate about delivering a high level of human resources and compliance rigor to the organization while upholding JFG’s superior standard of employee and client confidentiality. Previously, she served as Client Liaison for JFG Family Office clients where she facilitated day to day client and advisor coordination and operations, helped manage clients’ financial planning goals, and handled sophisticated client needs.  

Casey brings with her over 10 years of financial services experience. She began her career as a Personal Banker at Wells Fargo Bank and continued working as a Contract and Billing Specialist in Revenue Operations at Oracle Corporation. Prior to joining JFG in 2014, she worked as the Office Manager at WHV Investments, a boutique asset management firm based in San Francisco with a small Denver office.   

Casey earned her bachelor’s degree at the University of Kansas. She is the mother of twin boys, and her hobbies include running, golfing, watching her twin boys play sports, and enjoying time with her husband and family in Steamboat. She also proudly volunteers at Brown Bag Ministries and serves on their board as Treasurer.