With over 15 years of experience, Casey specializes in outsourced family office services. His day-to-day energy is spent acting as a personal CFO for high-net-worth individuals, entrepreneurs and business owners. He provides his clients with a comprehensive range of services, including business structuring and planning, personal management, foundation services, strategic philanthropy, and legacy planning.
While not at work, Casey is quite busy at home with his wife, 3 children and Australian Shepherd. He enjoys traveling, being outdoors and exploring many of the great parks and trails NY has to offer. He loves to cook and is always searching for the next kitchen experiment. Casey serves on the board of the ZTTK SON-Shine Foundation.