Casey graduated from Kansas State University in 2010 with a Bachelor’s Degree in Milling Science and Management and graduated Magna Cum Laude from Mitchell Hamline School of Law in 2023.
His focus is on a comprehensive financial planning process, specifically in the areas of small business development, retirement accumulation, tax efficient distribution strategies, investment portfolio management, and efficient transfer of assets to future generations. He is additionally the Managing Attorney at Premier Trust and Estate, PLC where he focuses on incorporating Estate and Tax Planning.
Casey is an Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He currently holds his FINRA Series 66, 63, 7, 6 and 24 licenses with LPL Financial as well as his health & life insurance licenses.
He enjoys spending time with his wife, Ericka, and his four children Mikayla, Henrick, Caiden, and Hazel. He also enjoys various other hobbies such as baking the perfect loaf of bread and developing unique shaving soap recipes.
*Premier Trust and Estate, PLC is not affiliated with LPL Financial or Premier Investments and Wealth Management. Premier Investments & Wealth Management and LPL Financial do not offer legal advice.