Holistic financial advice. A path to client success.

The financial services industry always felt like home to Casey, whose father was a financial advisor and wholesaler for over 40 years. Casey’s love of people, his ability to solve problems, and the fact that each day brings different challenges have made his 21-year career in finance a perfect fit for him. His experience as a financial analyst at Morgan Stanley and Cardlytics allowed him to hone his accounting skills and analyze companies from a fundamental and different perspective than investing. At Clover Capital Partners, Casey specializes in all aspects of clients’ financial lives, providing sound advice, designing investment strategies, financial planning, alternative investments, and wealth planning.

Casey believes in levelheadedness, loyalty, and resilience when dealing with clients. He knows that long-lasting, multigenerational client relationships are built over time. That takes knowledge, patience, and experience to craft individualized financial and investment plans that also consider insurance needs. But what makes him happy on any given day is the look in a client’s eyes when they realize their goals have been achieved.

Experience
Financial Advisor, UBS, Atlanta, GA
Financial Advisor, Merrill Lynch, Atlanta, GA
Financial Analyst, Cardlytics, Atlanta, GA
Alternative Investment Analyst, Morgan Stanley, New York, NY
Graduated with High Honors from Georgia Institute of Technology, Atlanta, GA
Marist High School, Atlanta, GA