Director | Financial Planner | Wealth Manager At Arrowroot Family Office
Current
Oct 2024 - Present
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Daniel Casey Email & Phone Number
DIRECTOR | Financial Planner
at
Arrowroot Family Office
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
DIRECTOR | Financial Planner
Location
Rochester, Michigan, United States
Company size
Who is Daniel Casey? Overview
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Quick answer
Daniel Casey is listed as DIRECTOR | Financial Planner at Arrowroot Family Office, a company with 10 employees, based in Rochester, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Daniel Casey.
Daniel Casey previously worked as Director | Financial Planner | Wealth Manager at Arrowroot Family Office at Arrowroot Family Office and Vice President at Arrowroot Family Office. Daniel Casey holds Master Of Science (M.S.), Exercise Physiology from University Of Miami.
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Arrowroot Family Office
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Profile bio
About Daniel Casey
Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice.He joined the Athena Financial Group because he wanted to work with a full service,fee only fiduciary firm that tailors to families, small businesses and professionals. In addition to financial planning, Dan is in charge of
Current workplace
Daniel Casey's current company
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Arrowroot Family Office
9 roles · 14 years
Daniel Casey work experience
A career timeline built from the work history available for this profile.
Vice President
Current
Jan 2019 - Present
Vice-President|Financial Planner|Wealth Manager|Financial Advisor|Crypto & Blockchain Specialist
After Athena Financial Group merged with Arrowroot Family Office, Dan’s role expanded into not only traditional investments and financial planning but also cryptocurrency and leading the firm in helping clients understand how they work and how block chain will impact the economy. He has taken the lead in helping next generation leaders structure their.
Jan 2019 - Oct 2024
Vice-President|Financial Planner|Wealth Manager|Financial Advisor
CurrentJoined as a financial planner in 2019, working with business owners, executives, and professionals to build out their financial plans with a special focus on investment planning. Dan was quickly promoted to Vice President; he was in charge of investment research and building out models for the firm. What Dan liked most about The Athena Financial Group is.
Jan 2019 - Present
Coaching Director
Correct Fitness Systems
May 2012 - Feb 2022
Financial Advisor| Wealth Manager
Was responsible for building and developing client relationships. Successfully completed Series 7 and 66 Licensing, the Edward Jones training program and secured over $10 Million in new assets for the firm.
Oct 2015 - Nov 2018
Director Of Olympic Weightlifting
Windy City Crossfit
Jan 2014 - Sep 2015
Director Of Operations
Vice City Fitness
Jan 2013 - Nov 2013
Director Of Operations
Vice City Fitness
2012 - 2013
~1 yr
Team & coworkers
Colleagues at Arrowroot Family Office
Other employees you can reach at arrowrootfamilyoffice.com. View company contacts for 10 employees →
SC
Sydney Craig
Colleague at Arrowroot Family OfficeGrand Blanc, Michigan, United States, United States
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AM
Annamaria Mathe
Colleague at Arrowroot Family OfficeLos Angeles Metropolitan Area, United States
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GH
Greg Hawley
Colleague at Arrowroot Family OfficeNashville Metropolitan Area, United States
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CB
Cassandra Barry
Colleague at Arrowroot Family OfficeUnited States, United States
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MV
Michael Villarica
Colleague at Arrowroot Family OfficeLos Angeles, California, United States, United States
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CM
Crystal Mcmahon
Colleague at Arrowroot Family OfficeTacoma, Washington, United States, United States
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DW
David W. Noble
Colleague at Arrowroot Family OfficeTacoma, Washington, United States, United States
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MM
Mark Mccarron
Colleague at Arrowroot Family OfficeCharlottesville, Virginia, United States, United States
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FH
Frank Henry
Colleague at Arrowroot Family OfficeOrange, California, United States, United States
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Sydney Craig
Colleague at Arrowroot Family OfficeGrand Blanc, Michigan, United States, United States
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AM
Annamaria Mathe
Colleague at Arrowroot Family OfficeLos Angeles Metropolitan Area, United States
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GH
Greg Hawley
Colleague at Arrowroot Family OfficeNashville Metropolitan Area, United States
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CB
Cassandra Barry
Colleague at Arrowroot Family OfficeUnited States, United States
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MV
Michael Villarica
Colleague at Arrowroot Family OfficeLos Angeles, California, United States, United States
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CM
Crystal Mcmahon
Colleague at Arrowroot Family OfficeTacoma, Washington, United States, United States
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DW
David W. Noble
Colleague at Arrowroot Family OfficeTacoma, Washington, United States, United States
View →
MM
Mark Mccarron
Colleague at Arrowroot Family OfficeCharlottesville, Virginia, United States, United States
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FH
Frank Henry
Colleague at Arrowroot Family OfficeOrange, California, United States, United States
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4 education records
Daniel Casey education
Master Of Science (M.S.), Exercise Physiology
Bachelor Of Applied Science - Basc, Kinesiology And Exercise Science
Bachelor Of Science (Bs), Kinesiology And Exercise Science
Education record
FAQ
Frequently asked questions about Daniel Casey
Quick answers generated from the profile data available on this page.
What company does Daniel Casey work for?
Daniel Casey works for Arrowroot Family Office.
What is Daniel Casey's role at Arrowroot Family Office?
Daniel Casey is listed as DIRECTOR | Financial Planner at Arrowroot Family Office.
Where is Daniel Casey based?
Daniel Casey is based in Rochester, Michigan, United States while working with Arrowroot Family Office.
What companies has Daniel Casey worked for?
Daniel Casey has worked for Arrowroot Family Office, The Athena Financial Group, Correct Fitness Systems, Edward Jones, and Windy City Crossfit.
Who are Daniel Casey's colleagues at Arrowroot Family Office?
Daniel Casey's colleagues at Arrowroot Family Office include Sydney Craig, Annamaria Mathe, Greg Hawley, Cassandra Barry, and Michael Villarica.
How can I contact Daniel Casey?
You can use AeroLeads to view verified contact signals for Daniel Casey at Arrowroot Family Office, including work email, phone, and LinkedIn data when available.
What schools did Daniel Casey attend?
Daniel Casey holds Master Of Science (M.S.), Exercise Physiology from University Of Miami.
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