Agility Wealth Management, Casper

03/16/2026

We are officially open! Please take note of our new address for upcoming appointments and mail: 5840 E 2nd St, Suite 100, Casper, WY 82609. We will host an open house during our 6th Annual Shred It Party on May 9th and would love to see you all there (more details to come later).

03/04/2026

We are excited to announce that we are moving office locations effective March 16th, 2026! We will be heading down the road to 5840 East 2nd Street, Suite 100, Casper, WY 82609. We will have an open house during our 6th Annual Shred It Party on May 9th and would love to see you all there (more details to come later). To ensure a smooth transition, our office will be closed for walk-ins Thursday March 12th at 2PM through Friday March 13th end of day. We will open at the new location on Monday March 16th. If you need anything during the closure, please call the office line (307) 235-6300. Please reach out to Courtney if you have any questions.

11/24/2025

Last week, Courtney and her sister, Shaye, attended Raymond James’ 31st Annual Women’s Symposium in Orlando, FL. Hosted by the RJ Women Financial Advisors Network, this annual event brings together female Financial Advisors for collaboration, education, and direct insights from senior firm leadership. Courtney and Shaye enjoyed connecting with peers and gaining valuable updates on AI, longevity planning, and wealth strategies.

10/31/2025

Happy Halloween from the Agility Team!
(Heather - 80s punk, Carly - Beetlejuice, McKee Family - Men in Black)

09/03/2025

We are excited to announce Courtney McKee, CFP®, was featured in the second issue of Bio Casper Magazine. There are copies available in local businesses across the community and you can read the digital version here: https://www.biocasper.com/issue-2-2025 Way to go Courtney!

08/19/2025

Thanks to all who joined us for our 4th Annual Band, Brew & BBQ Client Party on Saturday August 9th! Aquile performed wonderfully, the food was tasty, and the beers were cold. Those who participated in our 3rd Annual Co****le Tournament really brought their A-game! We now have two-time defending champs to beat next year! We really enjoyed celebrating you, our clients, and hope to see you at next year’s Party!

06/09/2025

Thanks to all who joined us Saturday for the Casper Spuds Baseball game! We had over 100 attendees. The weather turned out beautiful and we enjoyed spending time with you and your families. Go Spuds!

05/01/2025

Thanks to all who joined us Saturday for our 5th Annual Shred it Party! We had perfect weather and a great turnout. See you next year!

04/25/2025

This is a reminder that our 5th Annual Shred It Party is happening tomorrow, April 26th, beginning at 9AM at our office! More details can be found at the event link. No RSVP required. See you there! https://www.raymondjamesconnect.com/aQ7R8F

11/07/2024

As the dust settles on the 2024 presidential election, CIO Larry Adam provides a comprehensive analysis of the potential impacts. Despite the political shifts, history suggests that the market and economic impacts will be minimal.

raymondjames.com

10/31/2024

Happy Halloween from the Agility Team!

10/14/2024

Our phone provider is experiencing technical difficulty nationwide this morning. If you need immediate assistance, please email Heather or Courtney, or call the home office's Client Service line at 1-800-647-7378. We apologize for the inconvenience. Happy Monday!