Financial Advisors

Casey is an institutional retirement plan advisor based in Southfield, MI.

Casey joined CAPTRUST in 2022 from Plante Moran Financial Advisors (PMFA) and serves as vice president and financial advisor. He provides investment advisory services to institutional investors such as endowments, foundations, and other nonprofit organizations. Casey specializes in developing a financial plan and investment policy that encompasses all aspects of a client’s balance sheet. His industry knowledge and deep technical expertise allow him to provide clients with unbiased advice tailored to their short- and long-term financial goals.

Casey holds a Bachelor of Arts degree in finance from Michigan State University, as well as the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®). Outside of work, he spends most of his time with his wife, Kristine, and daughter, Cora. Living in Michigan, he also enjoys being on the water or on a golf course.