Casey graduated from Kansas State University in 2010 with a Bachelor’s Degree in Milling Science and Management, after which he spent time in Agricultural Manufacturing. He
began his career in ﬁnancial services working primarily in the back ofﬁce, ensuring that plans were executed accordingly in a time efﬁcient manner.
His focus is on a comprehensive ﬁnancial planning process, speciﬁcally in the areas of retirement accumulation and distribution strategies and investment portfolio construction and management. Additionally, he is responsible for the compliant practice management of an Ofﬁce of Supervisory Jurisdiction, and helps to ensure effective, efﬁcient service by staff to internal and external clients.
Casey is an Accredited Investment Fiduciary (AIF) and currently holds his FINRA Series 66, 63, 7, 6 and 24 licenses with LPL Financial as well as his health & life insurance licenses.
He enjoys spending time with his wife, Ericka, and his four children Mikayla, Henrick, Caiden, and Hazel. He also enjoys various other hobbies such as baking the perfect loaf of bread and developing unique shaving soap recipes.