Casey has been working with high-net-worth clients to help them achieve their personal financial goals since 1992. He is a FINRA registered representative (Series 7, 24, 63), CFP® professional, AIF®, licensed agent for life, health, disability, long-term care, and annuities. Casey also provides tax planning*, trust planning and assists business owners with succession planning strategies as well as employee benefit programs. As a CERTIFIED FINANCIAL PLANNER™ professional, Casey is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP® Board's Code of Ethics. Th