Casey is a Partner and Chief Planning Officer of Waldron Private Wealth, responsible for the strategic leadership of Waldron’s Wealth Planning Team, striving to provide a best-in-class financial planning experience.
For more than 15 years, he has been helping entrepreneurs and their families simplify their financial lives. After graduating with a marketing degree from Indiana University of Pennsylvania, Casey earned a Master of Business Administration degree from Carlow University. Casey is a CERTIFIED FINANCIAL PLANNER™ certificant.
Casey is a nationally recognized contributor to major industry publications including Kiplinger and Financial Advisor Magazine.
Prior to joining Waldron in 2014, Casey served at a dedicated financial planner at PNC and MetLife where he was responsible for creating financial plans and training financial advisors on a consultative planning process.
Outside the office, Casey is an active member of The Financial Planning Association. Casey, his wife, and two daughters make their home in Robinson Township, PA.
