Casey is an Outsourced Accounting and Finance Partner. He provides comprehensive services to high-net-worth families. His day-to-day energy is spent acting as a personal CFO for families, entrepreneurs, and business owners. He provides his clients various services, including outsourced CFO, family governance, foundation services, strategic philanthropy, and estate and succession planning.
While not at work, Casey is quite busy at home with his wife, three young children, and an Australian Shepherd. He also enjoys traveling and being outdoors – whether cold and snowing on a mountain or sitting on a pontoon boat in the summer. He loves to cook and is always searching for the next kitchen experiment. Casey serves on the board of the ZTTK SON-Shine Foundation, a foundation formed to advance the interests of all individuals with ZTTK, a rare genetic disease.
