Financial Advisor: Casey concentrates his practice in the areas of investment management and fee-based financial planning. The areas he chooses to focus on with clients are building customized investment portfolios, social security and distribution planning; assisting businesses/families develop financial plans, and implementing risk management strategies. He has prior experience in roles as a Commercial Credit Analyst, Associate Underwriter and Business Consultant. We believe these prior roles have given Casey a large depth of knowledge to help serve his diverse client needs.
Credentials/Education: Casey holds a number of securities licenses including the Series 6, 63, and 65, as well as his Life, Accident, and Health insurance licenses. He earned his Bachelor of Business Administration Degree in Finance, Investments, and Banking from the University of Wisconsin-Madison School of Business.
Community Involvement: Casey has been an active member of his community over the years with involvement in Big Brothers Big Sisters of Dane County, Special Olympics of Wisconsin, Leukemia & Lymphoma Society, Hoofer Sailing Club and Lyme Disease Association. He has often been referred to as the “Morty Seinfeld” of his Madison condo community for his activism in his homeowners' association. Recently, Casey served as a volunteer Panelist Judge for the Wisconsin Technology Council's Governor's Business Plan contest, which assists early-stage companies create good-paying local jobs in Wisconsin.
Personal: Casey grew up in Eau Claire, WI and graduated from Memorial High School. He then attended the University of Wisconsin where he earned his bachelor's degree. Like so many, he stayed in Madison after college for a high quality of life and love for the area. Casey enjoys sailing, windsurfing, hiking, fishing and hunting. When not working, Casey plays guitar for The Triple Lindy Band with two other accomplished business professionals. He currently resides on Madison's west-side.
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