Designations and Licenses

Casey is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Casey works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to joining Mariner, Casey was a financial analyst at Medpace, where he assessed, consolidated and recorded revenue. He also maintained financial models and systems to drive financial budgeting. Before that, Casey worked at Midwest Switchgear Services as a controller managing company-wide accounts payable and receivable, expense management and reimbursement.

Casey holds a Bachelor of Arts in Business Administration from Transylvania University.

Personal Interests

Away from the office, Casey enjoys golfing, skiing, hiking, cycling and pickleball. He is a fan of the Cincinnati Bengals, FC Cincinnati and Notre Dame football. Additionally, he serves on the board of the Southern Ohio Chapter of the Crohn’s and Colitis Foundation.