CFP®, ChFC®, CRPC®
Financial Advisor
I don't believe financial goals should define our lives. Rather, money is a valuable tool that supports the broader purpose we envision for our lives. I love to help clients articulate a purpose for their lives and discern how finances can play a role in achieving it.
Casey has been involved in the financial services industry since 2015, when he joined Savant as a financial planning intern. Before becoming an advisor, he completed Savant’s Advisor Training Program, an in-depth program that allowed him to gain broad exposure to Savant’s financial planning process. During the program, Casey assisted in the construction of tax-efficient investment strategies, prepared individual tax returns, and worked alongside clients to help them envision and plan for retirement.
Casey earned a bachelor of arts degree in business/economics from Wheaton College, graduating with magna cum laude honors. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Planning CounselorSM (CRPC®).
Casey is a graduate of the Rockford Chamber Leadership Program. He is treasurer for Illinois Stateline Young Life, and he serves in the worship ministry at First Evangelical Free Church in Rockford. Born and raised in Rockford, Casey enjoys golfing at local courses, visiting local forest preserves, running wherever he can find a trail, and spending time with his wife Mallory and their two children.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call