My Experience

Casey was born December 13, 1983 in Huntsville, Texas and grew up in Dawson, Texas. He attended Dawson ISD for primary and secondary school and graduated from Dawson High School in 2002 as Valedictorian of his class. Casey moved to Waco, Texas in 2002 to attend Baylor University. Casey earned Magna Cum Laude honors at Baylor and graduated in 2006 with a Bachelor of Business Administration degree and a major in Financial Services and Planning. Casey was recognized on the Deans Academic Honor List every semester while at Baylor. He was inducted to the Beta Gamma Sigma business school honor society in 2005 and received the Outstanding Student in Financial Services and Planning award in 2006 for recognition as the top student in his major. Casey moved to Austin, Texas and joined Financial Management Professionals in 2006. He passed the Series 65 Uniform Investment Advisor Law Exam in 2006 to qualify as an investment advisor representative. Casey passed the CERTIFIED FINANCIAL PLANNER exam in 2008 and completed the remaining certification requirements in 2009 to become a CFP professional. Casey plays an important role in the personal financial planning process at Financial Management Professionals.