The Team

The Casey Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Brian J Casey

Brian J Casey

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

VISIT MY WEBSITE

Our Staff

Patti Casey

Office Manager

Assistant

Sydnie Gibson

Marketing Manager

Event Planner