Community & Leadership
- Vice President Board of Trustees, Springer School and Center
- 700WLW – Weekday Commentary on Money Matters
- Executive Certificate in Financial Planning
- Business, University of Cincinnati
RETIREMENT AND FINANCIAL PLANNING PROFESSIONAL HELPING YOU PLAN FOR THE LONGEST VACATION OF YOUR LIFE - RETIREMENT
Have you ever planned a family vacation? Do you remember all the excitement and anticipation leading up to the day you hit the road? Deciding where to go, how to get there, what to do and see and the most important piece, how to pay for it? Now imagine the longest vacation of your life, it’s called retirement. I help people, like you, plan for this life-long vacation and I love what I do.
As a Cincinnati financial planner with over 20 years’ experience, I work with people to understand their unique financial situations. I help them move from managing their financial assets by default, to working with a clear plan in place. I help keep them on the right path by combining investment and tax strategies with a financial plan designed to preserve what they have, while providing the income they need and leaving something behind for their family or favorite charity.
My ideal client is someone who believes creating a secure financial future is worth spending time on. While we do most of the work for you, it is still a team approach. It takes a team consisting of a financial planner, an attorney and CPA to give you the best guidance. Our process incorporates a detailed analysis of your resources, lifestyle preferences, philanthropic goals and family needs. I build the framework that drives portfolio/investment decisions consistent with your lifestyle and future goals. And most importantly, I alleviate the burden of managing the details, enabling you to enjoy your hard-earned wealth.
Financial knowledge, access to multitudes of investments, discipline, a fiduciary duty, and practical guidance to take emotion out of financial decisions are what I bring. Your life-long ambition of financial freedom for a comfortable retirement lifestyle is what I work on, day in and day out.
You might recognize Casey from his "Money Matters" radio spot featured daily on 700 WLW, where he offers his advice regarding financial matters and investing for retirement. Casey and his two boys live in Bridgetown. Casey enjoys playing golf and attending Cincinnati sporting events.