Casey Gilligan, CFP^®

Designations and Licenses

Casey is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Casey works with a team that creates comprehensive wealth management solutions for clients to help them achieve their goals. He serves as a daily contact for clients, gathering client information, assisting with the team’s other administrative needs and providing support on a variety of projects.

Prior to joining Mariner Wealth Advisors, Casey was a financial analyst at Medpace, where he assessed, consolidated and recorded revenue. He also maintained financial models and systems to drive financial budgeting. Before that, Casey worked at Midwest Switchgear Services as a controller managing company-wide accounts payable and receivable, expense management and reimbursement.

Casey holds a Bachelor of Arts in Business Administration from Transylvania University.

Personal Interests

Away from the office, Casey enjoys golfing, skiing, hiking, cycling and pickleball. He is a fan of the Cincinnati Bengals, FC Cincinnati and Notre Dame football. Additionally, he serves on the board of the Southern Ohio Chapter of the Crohn’s and Colitis Foundation.