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Casey Keller, CFA
Casey Keller, CFA

Senior Vice President,
Financial Advisor

  • Boerne, TX
  • The God Shaped Brain by Tim Jennings | Christmas Vacation
  • My wife and two kids
  • Trust in the LORD with all your heart and lean not on your own understanding; in all your ways acknowledge him, and he will direct your paths.- Proverbs 3: 5-6
  • Honesty, humor, and humility

Financial Advisors

Casey is a wealth advisor based out of Boerne, TX.

Our firm welcomed Casey in 2021 from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as an investment advisor. Before it was acquired by Covenant, Casey helped grow Eggerss Capital Management into a successful financial planning and wealth management practice.

Casey began his career in the investment industry with Wells Fargo and worked in Broadway Bank’s Wealth Management. At Wells Fargo, he developed an automated trading platform to manage over $3 billion in assets. Casey also developed client reporting software that was used nationally by Wells Fargo. He earned a Bachelor of Arts degree in economics from the University of Texas at Austin.

At CAPTRUST, Casey works with individuals and families to plan, build, and execute strategies aimed to optimize finances and achieve lifetime goals. He also serves not-for-profit corporations in developing investment policies and managing portfolios to help them impact their beneficiaries for generations to come.

Casey lives in Boerne with his wife April and two children. He enjoys spending time with his family, especially new experiences together like traveling. He is active at church, where he serves in various volunteer and leadership roles.

Education

  • Bachelor of Arts degree in economics from the University of Texas at Austin

Industry Designations

  • Chartered Financial Analyst

Industry Involvement

  • CFA Institute
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