Casey brings more than 17 years of experience in wealth management and financial planning to his role as Director of Wealth Planning at Confluence Financial Partners, where he leads the firm’s wealth planning team. Prior to joining Confluence, Casey spent more than a decade at a multifamily office, serving as an advisor and ultimately leading the firm’s wealth planning team. Throughout his career, he has advised ultra-high-net-worth families and high-income professionals, specializing in comprehensive balance sheet management, tax planning, estate planning, and asset protection strategies.
Casey believes financial advice starts with understanding each client’s unique financial circumstances, priorities, and goals. He takes a comprehensive approach to planning, working with clients to evaluate complex financial decisions and develop strategies designed to align their financial resources with their long-term objectives.
Casey earned a Bachelor of Science in Marketing from Indiana University of Pennsylvania and an MBA from Carlow University. He is a CERTIFIED FINANCIAL PLANNER® professional.
Casey resides in Pittsburgh with his wife and their two children. Outside of the office, he enjoys spending time with his family, cooking, and following the Steelers.