Casey has been in the financial services industry since 1998. He received a Bachelor of Science degree in Business Administration from Bryant University. He has also obtained his Certified Financial Planner™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor℠, and Accredited Wealth Management Advisor℠ designations from the College for Financial Planning® and The American College.
Outside of work, Casey enjoys staying active by cycling, mountain biking, hiking and fly fishing. He resides in Southborough with his wife and children.