Meet the Team: Casey Franken

Meet the Team: Casey Franken

Meet our most detail oriented, financial planning whiz, Casey Franken, CFP®, Director of Planning and Advanced Solutions.

Casey is one of our Certified Financial Planners who loves digging into the details and helping create “lightbulb moments” for his clients.

We love having his strategic mind on our team. Learn more about Casey here:

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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