Casey Moss, PACE

Administrative Coordinator

Casey Moss joined New Capital in January 2022 as Administrative Coordinator. She works in many areas of client services, account administration, office administration, and much more. Casey is also a commissioned Texas Public Notary.

Casey is a native Houstonian, born in Tomball and raised in Cypress. She loves spending time outdoors, attending electronic music festivals and exploring the city. Casey’s hobbies include playing video games, biking and skating at the park, cooking, and working out.

Casey is a graduate of Sam Houston State University, College of Business Administration, where she earned her Bachelor of Business Administration with a major in Marketing in May of 2014. Prior to that, she spent two years studying Music Education, playing the Oboe for eleven years and the Alto and Tenor Saxophone for four years. Casey was also invited to perform with the symphony orchestra, and SHSU Wind Ensemble, the highest level performing band at the university. 

Before joining New Capital, Casey spent seven years in customer relations and account management at Enterprise Car Sales, and Kendra Scott, a luxury goods and jewelry store. She takes great pleasure in exceeding expectations and delivering an unsurpassed client experience. In 2023, she joined the Scholarship Review Committee of the Greater Houston Community Foundation.

Jaycee Smalley, CFP®

Leonard M. Golub, CFA

Catherine Bahr