Kasey Mayne
Operations Associate
JBT Wealth Management
A Strategic Partner of B. Riley Wealth
Kasey assists in operational needs for the Houston branch. She ensures advisors are fully prepared when engaging with clients or prospects. Kasey works directly with clients and oversees all customer service needs are met. Kasey is also instrumental in assisting all branches with on-boarding of new advisors or staff.
With 10 years in the industry, Kasey holds her Series 6, 7, 63, 65, SIE and Texas Insurance License. She graduated from Texas Tech University with a B.S. in Personal Financial Planning. With her years of experience and education, she currently helps brokers grow their businesses by adding insight or providing solutions to help clients with their needs.
Phone
(832) 241-2135