Meet Casey - Gainline Financial Partners

Casey Wesson

Senior Vice President, Financial Advisor

CFP®

Casey Wesson brings over a decade of experience in wealth management, combining deep financial expertise with a passion for helping people live intentionally. After ten years at Fidelity guiding both emerging professionals and retirees, Casey transitioned to Gainline to offer clients a more holistic, personalized planning experience. She believes financial success is about more than just numbers — it’s about creating a life rich in meaning, flexibility, and purpose.

Get to know Casey

Where are you from?

I grew up in Colorado and can’t imagine living anywhere else — the mountains feel like home. My husband Matt and I live here with our dog Oakley.

What do you do when you’re not at work?

You’ll usually find me on a trail or a gravel road. I spent 10 years as an elite triathlete, and now I lean into my “mountain girl” era with trail running and gravel racing.

What’s your approach to financial planning?

I believe great planning blends strategy and real-life goals. My job is to help people connect their money to what matters most — freedom, family, purpose, and possibility.

What’s something most people wouldn’t expect about you?

My background in endurance sports definitely shaped how I approach life and planning — with focus, patience, and a drive to keep going no matter what.

Who do you love working with?

I love working with thoughtful, motivated people — especially women, couples, and small business owners who are looking to live more intentionally.

What’s one value that drives your work?

Empowerment. I want clients to feel confident designing a life they love — one that reflects their values, not just their net worth.

Start a conversation with Casey

See if our approach is the right fit for your goals.

Meet the rest of the Gainline team

Gainline offers a variety of professionals to match every financial style.