Kasheia brings a wealth of experience to her career in financial services. With a background at top firms like Vanguard, LPL Financial, Wells Fargo, and BB&T, she specialized in assisting clients in opening investment accounts, facilitating asset transfers, navigating banking operations, and resolving loan delinquencies. She holds FINRA Series 7 and 63 licenses, a Bachelor of Science in Accounting from North Carolina Wesleyan College, and is currently pursuing a Master’s in Financial Analytics at the University of Dallas.
Originally from eastern North Carolina, Kasheia now calls Dallas home. There, she balances her career with raising two children, and in her spare time, enjoys reading about astronomy and physics, binge watching sci-fi, writing poetry and exploring the vibrant city of Dallas.