Casey Bollock is a wealth management financial advisor based in Indianapolis, IN.

Casey works with high-net-worth families and individuals to plan their financial future using a team approach, for comprehensive wealth management. He serves clients in a number of ways including investment management, retirement and cash flow, tax-efficient strategies, estate planning, and education planning.

Prior to CAPTRUST, he was a wealth advisor at FORVIS, formerly known as BKD Wealth Advisors.

Casey earned a Bachelor of Science degree in financial counseling and planning at Purdue University.

During his free time, Casey and his wife Hannah enjoy traveling, such as camping in US National Parks, exploring new restaurants, playing golf, and staying active with their Australian Shepherd, Sophie.