Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Happy Investment Services, Panhandle Wealth
Team photo for Happy Investment Services, Panhandle Wealth

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Our advisors



Our team

Laura Casas

Laura Casas

Client Service Associate

Personal Intro

Laura is a proud mom to her young son and her fur baby, Piper. She's excited to be starting her journey in the financial services industry after graduating from Texas Tech University with a BS in Personal Finance. She is currently continuing her education at Texas Tech, working toward her MS in Personal Financial Planning. Laura looks forward to earning her CFP™ designation and building a career as a financial advisor.

Roles & Responsibilities

  • Owns day to day client service and keeps the practice running smoothly
  • Serve as first point of contact for client service needs (calls, emails, requests) and will coordinate client onboarding and account setup
  • Schedule client meetings, manage calendars and preparation materials
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