Chief Strategy Officer
Casey started his work guiding others toward excellence as a high school swimming coach, athletic trainer and running a successful small business. Casey realized he could connect with and help others in a more impactful way through financial advisement and, in 2007, he started his own financial advising practice. Casey has learned a lot since then, becoming a skilled strategist for clients, identifying their goals and needs, while striving to create a plan in a risk-averse way. He is committed to preserving and supporting small business owners-that they deserve to get back everything they've put into a business and then some, regardless of market conditions. It is Casey's guiding mantra.
In his spare time, Casey enjoys spending time with his wife Kate, their son, and the family dogs. He also enjoys making wine, traveling, and, as a recovering philosophy major, meeting people from different cultures to discuss philosophy and different perspectives from around the globe.