How He Can Help You
Casey began his career during the 2008–09 recession and strives to share both his individual challenges and successes with prospective advisors who are seeking alternatives to wirehouse firms or other independent broker-dealers.
What Makes Him Knowledgeable
A wealth advisor, Casey leads Cornerstone’s Sand Springs, Oklahoma, office since joining the firm in 2018. Prior to joining Cornerstone, Casey worked at Edward Jones for 13 years where he was in the top 5% of advisors managing over $100 million in client assets.
He earned a BBA in finance from Northeastern State University in Tahlequah, Oklahoma.
Getting to Know Him
Casey enjoys spending time with his wife, Rachel, and his two children, Max and Charlotte. When not in the office, Casey can often be found outdoors, golfing, hunting, or just enjoying nature.