Casey focuses on simplifying the complexities of wealth for a select group of high net worth individuals and multi-generational families. Prior to Waldron, Casey served as a Registered Representative at MetLife focusing on insurance planning, and spent several years as a Financial Planner at PNC Investments.
Casey resides in Kennedy Township with his wife, Ella and their beagle, Dexter. A Pittsburgh area native, Casey is avid fan of the Pirates/Steelers and enjoys cooking and traveling.
Education & Certifications
M.B.A. Carlow University B.S. Marketing, Indiana University of Pennsylvania
Certificate in Financial Planning, University of Georgia, Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Professional
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