CFP®, ChFC®, CRPC®
Financial Advisor
I don't believe financial goals should define our lives. Rather, money is a valuable tool that supports the broader purpose we envision for our lives. I love to help clients articulate a purpose for their lives and discern how finances can play a role in achieving it.
Casey is a financial advisor in Savant’s Rockford, IL office. He works with clients in various aspects of the financial planning process, particularly helping them envision and prepare for retirement.
Casey is a CERTIFIED FINANCIAL PLANNER® professional. Along with his other professional credentials of the Chartered Financial Consultant® (ChFC®) and the Chartered Retirement Planning CounselorSM (CRPC®), he has gained specialized knowledge to support clients as they plan for their ideal futures.
Casey has been involved in the financial services industry since 2015, when he joined Savant as a financial planning intern. Before becoming an advisor, he completed Savant’s Advisor Training Program, an in-depth program that allowed him to gain broad exposure to Savant’s financial planning process. During the program, Casey assisted in the construction of tax-efficient investment strategies, prepared individual tax returns, and worked alongside clients to help them envision and plan for retirement.
Casey is a graduate of the Rockford Chamber Leadership Program. He is treasurer for Illinois Stateline Young Life, and he serves in the worship ministry at First Evangelical Free Church in Rockford.
Casey earned a bachelor of arts degree in business/economics from Wheaton College, graduating with magna cum laude honors.
Born and raised in Rockford, Casey enjoys golfing at local courses, visiting local forest preserves, running wherever he can find a trail, and spending time with his wife Mallory and their three children.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.