Meet Casey


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’s hobbies include snowboarding, disc golf, billiards, concerts, traveling, and spending time with his nieces.


Registered Representative offering securities through Cetera Advisor Networks LLC, Member FINRA/SIPC.



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


Music and Traveling

Favorite College Team:

USD Coyotes

Favorite Professional Team: 

Minnesota Vikings

Favorite Food: 


Items on your Bucket List:

Skydive, scuba diving, write a book, and learn an instrument