"A concierge level of financial planning is the commitment I make to each one my clients. I provide the highest level of open communication, follow up and customer service. I work hard each and every day and vow to always act in the best interest of my clients."
Just a week after graduating with a degree in Business Finance from California State University, Fullerton, Casey joined Trilogy Financial, and now, more than ten years later, he is Senior Vice President of Wealth Management and leads a successful Wealth Advisor Group. Casey has been recognized as the top advisor and leader at Trilogy for the past six years. Since the day he was hired Casey has been dedicated to acting in the best interest of his clients with respect and diligence. The strong relationship he builds and his commitment to every client is evident by his concierge level of communication and follow-up making him a front-runner in the field. Through consistent market updates, regulatory changes, and addressing all his clients’ needs and goals, Casey helps each household stay on track to financial success. Using cutting-edge technology, Casey enables his clients the ability to view their financial plan in one place and connect all financial accounts to their personalized website they can log into on a daily basis. The most satisfying part of Casey’s business is the positive impact he makes on individuals and families which allows them to pursue their life goals
At a very young age, Casey began receiving stock as birthday and Christmas gifts from his grandparents. His grandfather was always tuned in to Fox Business News around the clock, when at their house. He learned early on the importance of investing and how to be smart with money. He credits his grandparents for pursuing a career in finance and is grateful to them for the valuable lessons they taught him along the way.
Casey currently holds his Series 6, 7, and 63 registrations with LPL Financial and Series 65 with Trilogy Capital Inc., as well as Life, Health and Long-Term Care Insurance licenses. He is part of Dave Ramsey’s SmartVestor pro program* for over ten years. Casey lives in Murrieta, California with the love of his life, his wife Brittni and their baby boy Knox. Casey’s favorite hobby is golf and he tries to get out on a course any chance he gets. He values the game of golf because the discipline and competitive drive is the way he approaches life and his business. Casey admires those who are willing to work hard, find happiness and success in their lives, and positively affect the lives of those around him/her.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Financial Services, Trilogy Capital Inc., or LPL Financial.