Wealth Advisor/Investment Manager
Casey’s primary role is researching and monitoring the investment strategies utilized for our stakeholders. He is a Certified Financial Planner Practitioner and is active in developing insurance strategies with a focus on long-term care.
Casey graduated from the University of South Dakota with a double major in finance and economics. During his academic career he had the opportunity to be involved with Coyote Capital Management, which is an investment club that actively trades stocks using financial models and research. Casey passed the Level 1 of the Chartered Financial Analyst (CFA) program in 2011. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.
Casey’s hobbies include snowboarding, disc golf, billiards, concerts, traveling, and spending time with his nieces.
GET TO KNOW CASEY
Favorite Book: “Think and Grow Rich”
Favorite Quote: “Your attitude, not aptitude, will determine your altitude.”
Favorite Movie: Dumb and Dumber
Place you would most like to Visit: Beijing, New Zealand, Dubai
Passions: Music and Traveling
Favorite College Team: USD Coyotes
Favorite Professional Team: Minnesota Vikings
Favorite Food: Sushi
Items on your Bucket List: Skydive, scuba diving, write a book, and learn an instrument