Background and experience
Casey attended the University of North Texas in Denton. He has over 22 years of experience in the financial industry as a registered securities representative. Casey joined Prospera Financial Services (a five-time Independent Broker Deal of the Year by Investment Advisor Magazine) in 1997, where he expanded his knowledge base by becoming a licensed insurance agent in 2002, and an investment advisor in 2003.
Casey has received several financial industry awards. He has been named a Five Star Wealth Manager as published in Texas Monthly Magazine in 2012, 2013, 2014, 2015 & 2016. This is only awarded to wealth managers who have scored highest in client and financial services based on research by a national independent research company. Casey is not only committed to helping his clients but also in serving the community. He earned the James Dunks Advocate Award, presented by Prospera Financial, for his involvement in local communities. He also serves as a Rotarian, where he is a part of local projects through The Rotary Club in Frisco and New Braunfels.
Focus
Casey and his team are dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with comprehensive financial advice and portfolio management services, provided with the highest level of personal service and professional integrity. Our goal is to work closely with clients to help build their financial assets in a manner suited exclusively for them. We follow a systematic process to assist clients in accomplishing their financial goals.
Away from the office
Casey and his wife, Angela, and their two daughters, Raegan and Ashlynn, live in Frisco, Texas and they have a residence in New Braunfels as well. As a family, they enjoy spending time outside - camping, riding motorcycles, playing basketball and soccer.
