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Phone: (512) 498-PLAN (7526)
info@planningworks.biz

Lindsey McCasland

Lindsey McCasland
Marketing and Operations Associate
lindsey@planningworks.biz

Lindsey McCasland joined the team in 2009 after attaining her Bachelor’s degree in Communications from Southwestern University in Georgetown, Texas. She directly supports the Vice President of Operations by processing new accounts, managing and organizing the transition of new clients, and handling requests for existing clients.

Lindsey plays an integral role in creating and maintaining eMoney Wealth Management Websites which are customized and secure personal websites for clients to view and track their assets. She also manages and oversees the PlanningWorks website, mass electronic communications and social media presence.

Lindsey and her husband, Bryan, enjoy working on projects for their home, traveling, spending time on Lake Travis and watching Dallas Cowboys football.

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CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • info@planningworks.biz

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at info@planningworks.biz. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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