Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Casey earned a BS in Finance from the University Wisconsin – La Crosse. He is a Certified Financial Planner® (CFP) and a licensed insurance agent.
Casey has over 15 years of experience in the financial services industry. He provides comprehensive financial planning and wealth management services to individuals. His background and experience included financial and estate planning, investment advisory and risk management/insurance services. Prior to joining CliftonLarsonAllen Wealth Advisors, Casey worked as a retirement plan consultant for Wells Fargo Institutional Retirement and Trust.
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In the community
Casey is a member of the Financial Planning Association.