President of Provision Retirement
Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or who have already retired. His clients appreciate his ability to boil down complex topics into workable plans, and it is his passion to provide them with peace of mind for their retirement years. With a degree in finance, he is also a sought after consultant, and has traveled the country helping numerous organizations and individuals.
He works with a network of CERTIFIED FINANCIAL PLANNERS™, income strategists, money managers, and tax planners to achieve his clients’ specific retirement planning needs. Casey possesses a Series 65 with FINRA; is a financial advisor with Provision Asset, LLC; and is a Finance educator with the Council of Financial Educators. He develops strategies for his clients that are designed to generate retirement income for years to come.
He serves clients in North Texas, focusing on Denton and Collin counties, but is also available to travel to other areas of the state and even across the U.S. Casey and his wife, Summer, have three children and reside in Oak Point, TX. In his spare time, Casey enjoys spending time with his family, volunteering at church activities, woodworking and fly fishing.