Experience and Education
Casey works with a team that creates comprehensive wealth management solutions for clients to help them achieve their goals. He assists the team with financial planning processes and gathers client information to help produce comprehensive wealth plans.
Prior to joining Mariner Wealth Advisors, he was a financial analyst at Medpace where he assessed, consolidated and recorded revenue. He also maintained financial models and systems to drive financial budgeting. Prior to that, Casey was a controller at Midwest Switchgear Services where he managed company-wide accounts payable and receivable, expense management and reimbursement.
Casey holds a Bachelor of Arts in Business Administration from Transylvania University.
Casey enjoys golfing, skiing, hiking, cycling and pickleball. He is a fan of the Cincinnati Bengals, FC Cincinnati and Notre Dame Football.