Casey joined Merrill in August 2022, bringing a strong focus on providing tailored wealth planning strategies for individuals and organizations, helping them achieve both current and long-term financial goals. With a deep understanding of wealth-building principles, Casey excels in guiding clients through their financial journeys, recognizing that each person’s objectives and circumstances are unique. He takes a personalized approach to financial planning, ensuring that each client receives the dedicated attention and strategy that best aligns with their needs.For Casey, being an exceptional advisor means going beyond expectations. It’s about being a trusted partner who understands how clients approach the challenges of building, preserving, and growing wealth. He crafts innovative strategies that support clients in realizing their financial aspirations, leveraging the extensive resources available through Merrill.Previous to joining Merrill, Casey had a career as a railroader for CSX Transportation, and also served as a transportation manager at US Steel Corporation. He utilizes his over 10 years of experience with union positions to help clients every day. Directly prior to joining Merrill, Casey worked as a Banker for PNC Financial Services as well.Casey holds a Bachelor’s degree in Finance and an MBA, both from Excelsior College in Albany, NY, and has earned his Chartered Retirement Planning Counselor™ designation. He and his wife, Leah, have one son, Xander. Outside of work, Casey enjoys traveling, cooking, and continually learning new skills.