Experience and Education

Casey works with individuals and families to develop wealth management plans to help them reach their goals. He also manages solicitor and client relationships. Previously he served as a regional consultant where his responsibilities included developing the sales channel for investment advisory services.

Prior to joining the firm, he was a marketing program manager at Greenwich Associates where he worked on projects relating to corporate finance and investment management in North America and Europe. Before that, he was a marketing representative in the petroleum industry where he oversaw supply and distribution for the Gulf Coast and Midwest operations.

Casey has a bachelor’s degree in business administration from the University of Louisiana at Lafayette.