Casey originally grew up in Colorado Springs and came to Texas to attend Abilene Christian University. He graduated in 2018 with a BBA in Financial Management and Marketing. He holds his Series 65 and is currently a candidate for the Certified Investment Management Analyst designation (CIMA®).
Why have you chosen a career in financial planning?
I feel that being in this line of work provides an avenue for not only personal growth, but making a genuine difference in people’s lives. It is an industry that allows both the advisor and the client to always learn and benefit from one another.
What is your role?
I oversee marketing for TFS and provide investment consulting on 401(k) plans and the Texas Strategy. My goal is to make finances less stressful for people, through clear communication and education.
What are your hobbies?
I grew up in Colorado, so I absolutely love skiing, hiking, and playing ice hockey. I also enjoy traveling abroad and experiencing different cultures and food. My less known hobby would have to be coin collecting, which is always a fun thing to bring up.