Casey Seitz

Casey Seitz is a seasoned professional in operations and compliance, currently serving as the Sr. Monitoring and Testing Manager and Chief Compliance Officer at Mercer Advisors since May 2022, following a merger from Heim, Young, and Associates. With a comprehensive background in compliance and operations, Casey's responsibilities include analyzing exception reports, coordinating continuing education programs, and overseeing daily workflow within the Operations Team. Prior experience includes roles as Compliance Officer at MidAmerica Financial Services, Financial Services at COR Clearing LLC, and Operations Account Services Manager at Securities America Inc., where skills in team management and project oversight were developed. Casey holds a Bachelor of Science Degree in Finance from Northwest Missouri State University.