Casey serves as a Financial Advisor for Bayntree Wealth Advisors. His passion for helping clients achieve their financial goals derives from a deep understanding of the importance of long-term planning and the positive impact that income and retirement preparation can have. He always leads with a client-first approach and believes there is power in advisors personally knowing their clients. Casey comes to us with over five years of experience in the industry. He began his career in finance with industry giant Vanguard, the second-largest provider of mutual funds worldwide as of September 2020. His ability to master first impressions and quickly develop rapport with clients is one of his greatest strengths he brings to any interaction.
Casey graduated with a Bachelor of Science in Business Administration, with a concentration in Finance from the East Carolina University College of Business. He was born in Syracuse, NY and spent most of his life in Charlotte, NC until moving to Scottsdale in 2017. When he is not at Bayntree, you can find him spending time with his girlfriend and their two cats, practicing guitar and piano or playing sports.