For nearly two decades Casey has advised corporate executives, business owners, and independently wealthy families across the country in a comprehensive wealth management capacity. Over the years he has served multiple executive functions for RIA’s including Chief Executive Officer, Chief Investment Officer, and Chief Compliance Officer - but now focuses solely on his true passion - his client relationships and role as trusted advisor. On a national scale, Casey is a frequent speaker on a variety of industry issues. His speaking engagements include SSG’s national conference, Fidelity Investment’s “Realizing The Value In Your Firm” workshop, the Junxure Advisor Conference, and the NAPFA Co