“At the end of the day I am in the peace of mind business. The goal is always to feel great not just in the moment, but for the future.”



Planner I Literary Enthusiast
With 10 years of experience in retirement planning Casey is passionate about helping clients achieve their goals. He works to make people feel comfortable and confident in making the important decisions that impact their lives.

Casey believes that relationships are at the heart of every business; but are particularly important in the profession he has chosen. He enjoys the unique story of each individual and integrating them with financial planning.

Casey came to Santa Barbara for university and has never looked back. He enjoys spending time outdoors, reading, cooking, and exploring all the local community has to offer.