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Casey joins Biondo Investment Advisors LLC, as a Wealth Advisor, and is involved in the analysis, planning, and strategy for clients in order to manage the complexities that can come when outlining your financial goals. Services include comprehensive financial planning and strategies for investment growth, risk management, and estate preservation.
Casey holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and the Accredited Investment Fiduciary® (AIF®) designation. Previously, Casey worked as a financial planner at firms in New Jersey and New York.
He is a graduate of High Point University with a BS in Business Administration and a minor in Finance.
Casey and his wife have two young sons and live in Sparta, NJ. He is involved in the Sussex County Chamber of Commerce and is active in the High Point University Alumni Association. He enjoys being outdoors skiing and hiking.