Overview
Casey is a Principal with CliftonLarsonAllen Wealth Advisors, LLC and has been with CLA for over sixteen years. Casey oversees the wealth advisory practice in Wisconsin. Casey specializes in providing comprehensive financial planning and wealth management to business owners and high net worth individuals. Prior to joining CLA, Casey worked as a retirement plan consultant for Wells Fargo Institutional Retirement and Trust.
Education
Casey earned a BS in Finance from the University Wisconsin – La Crosse. He is a Certified Financial Planner® (CFP), holds FINRA Series 7 & 63 licenses and is a licensed insurance agent.
In the community
Casey has served as a member on CLA’s Junior Achievement Corporate Council. He currently serves as a grant reviewer for the CLA Foundation. He is a member of the Financial Planning Association.