Casey brings his passion for wealth building and guiding clients in a collaborative approach. Casey has been a practicing financial planner since November 2012 and attained the CERTIFIED FINANCIAL PLANNER™ designation in April 2015. Casey graduated from the University of South Dakota with a double major in finance and economics.
One of his favorite quotes is “Once you stop learning, you start dying” by Albert Einstein. His goal is to provide advice in a common language and avoid industry jargon that can cause confusion.