Say hello to our newest member, Casey!
Casey earned his degree in Finance, Investments & Banking from UW Business School and runs his own independent financial planning practice under Waddell & Reed in Madison. He previously worked as an analyst/lender in commercial banking for Associated Bank, Product Management for CUNA Mutual group and a couple of start-ups. He's very passionate about helping folks develop financial plans, and currently serves as a financial coach for Habitat for Humanity and helps a willing particpant family in Dane County. Casey has been a long-time Panelist Judge for the Wisconson Technology Council's Governor's Business Plan Contest, which helps start-up companies create good paying technology jobs in Wisconsin. He has rightfully earned the reputation as the "Morty Seinfeld" of his condo community for his leadership on the condo board.