Casey began his career in the financial services industry at IDS Financial Services (a unit of American Express) in 1994. While there, he learned the valuable financial planning skills that he uses with clients to this day. The management team at IDS recognized him as a leader and awarded him First in Class amongst his peer planning group. From IDS, he began working at the Charles Schwab office in downtown Cincinnati. This was very formative because it allowed him to learn about the brokerage industry, the details of different investment products and how they can used in the fulfillment of his clients’ financial objectives. Schwab then selected him to open an office in the suburbs of Cincinn