Partner, Wealth Management Advisor
Casey specializes in working with medical professionals and people nearing retirement or currently retired. He understands that many of his clients are busy and often don’t have the time to devote to financial planning. At the same time, they want to prepare for a secure financial future. Casey bridges this gap.
As an advocate for his clients and their children, he creates workable, real-life financial plans to help them become financially independent, enjoy retirement and leave a legacy for the next generation.
Casey is originally from Georgetown, Kentucky. His wife, Ashley, is from Vestavia Hills. The couple has three children — Olivia, Norah and Finn — and live near Mt. Laurel in Birmingham. He is a graduate of Samford University and enjoys spending time with his family, gardening, golf, playing guitar and hunting.
“I’ve found that most people desire to be financially secure yet very few are able to achieve it. I believe that this is due to the chasm between intention and direction. This is where I can help.”Schedule a Call with Casey