Casey is responsible for the strategic leadership and management of Waldron’s Wealth Planning Team, focusing on providing a best-in-class financial planning experience.
For more than 15 years, he has been helping entrepreneurs and their families simplify their financial lives. After graduating with a marketing degree from Indiana University of Pennsylvania, Casey earned a Master of Business Administration degree from Carlow University.
At Waldron, Casey specializes in simplifying the complexities of wealth of a select group of high-net-worth individuals and multi-generational families through wealth planning. As a well-respected member of the financial planning community, Casey is a frequent contributor to major industry publications including Kiplinger and Financial Advisor Magazine and has appeared on CNBC’s Power Lunch.
Outside the office, Casey is an active member of The Society of Financial Services Professionals, The Financial Planning Association, and The Pittsburgh Foundation’s Young Advisor Committee. Casey resides in Kennedy Township, PA with his wife, Ella, and daughter, Elise.