Casie Dunning

Financial Advisor at Abacus Wealth Partners

Casie Dunning is a financial advisor at Abacus Wealth Partners. Casie previously worked as a financial planning associate and staff CPA at Davis & Graves CPA LLP from August 2020 to April 2021. Prior to that, they served as the VP, Strategic Initiatives Manager at Umpqua Bank from April 2015 to August 2020.

Casie has a passion for helping people plan and manage their finances. Casie enjoys working with clients to develop customized financial plans that meet their unique needs and goals. Casie is dedicated to providing excellent customer service and strives to provide their clients with the best possible experience.

Casie Dunning has a Bachelor of Arts in Business Administration from Washington State University in the field of Accounting and Finance.

Some of their coworkers include Jana Davis - Financial Advisor, Christopher Stroup - Financial Advisor, and Rasheed Ahmed - Financial Advisor. Casie Dunning reports to Barrett Porter, Chief of Advisory Services.

Timeline

  • Financial Advisor

    Current role