As a respected financial advisor and Managing Director of Horizon Planning Group, Casey believes it is important that we invest in both our clients and our employees. We believe in a process-driven, disciplined approach to meeting and exceeding the goals of our clients. Casey is a firm believer in building strong relationships and earning the trust of all of our clients.
Casey joined Horizon Planning Group in 2016 after spending the last 15 years in the investments and Insurance industry. Prior to joining HPG he founded a life, health and property and casualty business in 2002, worked as a commodities broker and branch manager and managed over 650 household finances. Casey has also trained and recruited for the Financial Services and Insurance industry for over 14 years and has a passion for recruiting dedicated people to the industry and providing those recruits with the training, skills, and support they need to be successful both professionally and personally.
Whether it is helping his clients achieve their goals, working with financial advisors and insurance professionals achieve great success or helping kids learn the value of hard work and teamwork, helping others is Casey’s passion. He hopes every client at HPG sees that passion in the way we operate and represent them on a daily basis, because if we accomplish that they are no longer a client…they become family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian