Lindsey McCasland joined the PlanningWorks team in 2009, after earning her Bachelor's degree from Southwestern University in Georgetown, Texas. In her role, Lindsey is pivotal in ensuring a smooth and welcoming transition for new clients, while also supporting the ongoing needs of existing relationships. She oversees the firm’s digital presence, including the PlanningWorks website, mass electronic communications, and social media outreach.
A key contributor to the client experience, Lindsey also leads the development and maintenance of customized eMoney Wealth Management websites. These secure platforms allow clients to conveniently view and track their financial assets in one centralized location.
Beyond her professional role, Lindsey is actively involved in the Junior League of Austin, where she dedicates time to community improvement through service and leadership. Outside the office, Lindsey and her husband Bryan enjoy cheering on their son in flag football, T-ball & watching him race his electric motocross bike. In 2024, their family grew with the arrival of their daughter, bringing even more joy and balance to their lives.