Casey brings his passion for wealth building and guiding clients together by doing what he thoroughly enjoys as a Wealth Management Advisor. Casey has been a practicing financial planner since November 2012. He attained the CERTIFIED FINANCIAL PLANNER™ designation in April 2015. Casey graduated from the University of South Dakota with a double major in finance and economics. During the last semester of college, he 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 grew up in Harrisburg, SD and has been a South Dakota resident his entire life. His Midwest work ethic is apparent when working with clients and the attention to detail is unparalleled. Casey loves watching the stock market, tracking economic and industry trends, along with being a lifelong learner for continuing education. One of his favorite quotes is “Once you stop learning, you start dying” by Albert Einstein. His goal is to provide advice in a common language and avoid industry jargon that can cause confusion.