Casey Nickels

Casey Nickels Email and Phone Number

Passionately developing parallel systems in Financial Technology and helping Family Offices source alternative investments. @ Providence Wealth Systems
Casey Nickels's Location
Atlanta, Georgia, United States, United States
About Casey Nickels

I typically spend time with individuals and business owners who have felt the burden of tax long enough to be curious about strategies to extract more value out of their income or business. My mission is to help clients gain access to strategies that have traditionally been leveraged by banks and corporations. While we do serve banks, corporations, and the wealthiest families in the country, beating Uncle Sam is not reserved for these groups alone. With foresight and proper planning, the same is available to you. Please reach out directly at casey.j.nickels@nm.com or (706) 319-0767

Casey Nickels's Current Company Details
Providence Wealth Systems

Providence Wealth Systems

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Passionately developing parallel systems in Financial Technology and helping Family Offices source alternative investments.
Casey Nickels Work Experience Details
  • Providence Wealth Systems
    Co-Founder & Ceo
    Providence Wealth Systems Mar 2023 - Present
    Atlanta, Georgia, United States
    Providence Wealth Systems integrates estate planning, asset management and insurance procurement to optimize client outcomes in our proprietary cashflow distribution methodology, the Living Benefit Estate PlanTM.LBEP(TM) integrates and optimizes 3 historically disintegrated planning verticals: - Estate Planning - Asset Management - Insurance
  • Black Hills Capital, Llc
    Co-Founder
    Black Hills Capital, Llc Mar 2024 - Present
    Atlanta, Georgia, United States
  • 90 West Beef
    Founder & Ceo
    90 West Beef Sep 2022 - Present
    Atlanta, Georgia, United States
    We procure the best wagyu beef in the world (Akaushi) from the best place in the world - South Dakota.
  • Top 4 Mutual Insurance Company
    Financial Advisor
    Top 4 Mutual Insurance Company Aug 2017 - Mar 2023
    Greater Atlanta Area
    Spent 6 years developing a wealth system to bring about a tangible fiduciary standard collapsing the silos of traditional estate planning, insurance procurement and asset management.
  • Revenue Analytics, Inc.
    Director Of Client Experience & Change Management Lead
    Revenue Analytics, Inc. Aug 2015 - Aug 2017
  • Georgia-Pacific Llc
    Sr. Associate - Strategy & Business Development / M&A
    Georgia-Pacific Llc Jul 2012 - Aug 2015
    Atlanta, Ga
    Developed 100-year points of view purchasing and selling portfolio companies based on the POVs we could prove were divergent from the broader market.
  • Suntrust Robinson Humphrey
    Analyst
    Suntrust Robinson Humphrey Aug 2010 - Jun 2012
    Syndicated and Leveraged Finance

Casey Nickels Skills

Financial Modeling Valuation Financial Analysis Corporate Finance Customer Service Leadership Mergers And Acquisitions Bloomberg Leveraged Finance Microsoft Office Data Analysis

Casey Nickels Education Details

Frequently Asked Questions about Casey Nickels

What company does Casey Nickels work for?

Casey Nickels works for Providence Wealth Systems

What is Casey Nickels's role at the current company?

Casey Nickels's current role is Passionately developing parallel systems in Financial Technology and helping Family Offices source alternative investments..

What is Casey Nickels's email address?

Casey Nickels's email address is ca****@****ail.com

What is Casey Nickels's direct phone number?

Casey Nickels's direct phone number is +170631*****

What schools did Casey Nickels attend?

Casey Nickels attended University Of Georgia - Terry College Of Business, University Of Georgia - Terry College Of Business.

What skills is Casey Nickels known for?

Casey Nickels has skills like Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Customer Service, Leadership, Mergers And Acquisitions, Bloomberg, Leveraged Finance, Microsoft Office, Data Analysis.

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