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Retirement Income Certified Professional · Chartered Life Underwriter · Chartered Financial Consultant · Certified Long Term Care
Virtual
In-Person
Specialties
I was born and raised in Los Angeles, CA and attended the University of California at Santa Barbara graduating with a major in Business Economics and a minor in Spanish.
During my spare time, I enjoy surfing, playing soccer, traveling, hiking, and spending quality time with family and friends. I am also an avid Lakers, Dodgers, and FC Barcelona fan. Sports were a big part of my life growing up and are still today. My personal mission in life is to lead myself, my family and friends to a lifetime full of freedom, fun, love and happiness. I feel that aside from just improving the financial well-being of my clients, it’s equally important to do so with the entire community. I am an active board member of “We Are Ohana,” the “Village Tree Preschool” and recently became a sponsor of the "Los Angeles Dental Society." I am also an active host committee member for fundraising events involved with the City Gala, which hosts a yearly Grammy party to raise money for a few select number of nonprofits. I started my career with Northwestern Mutual during my senior year at UCSB as a college intern in 2010. I have always had a passion for helping and leading others, spreading financial literacy and making a positive impact on my community, so naturally the financial services career was a great fit for me. I feel my strength as an advisor stems from building strong trusting relationships with people early on through asking good questions, actively listening to what’s important to them and then coming up with specific solutions to help them reach their goals. My focus for my clients as their trusted advisor is always being at the center of their financial lives and being the person that they can always rely on when things go as expected and more importantly, when they don’t. As part of my personal responsibility, I feel that you can never stop educating yourself and staying up to date and knowledgeable on the ever-changing laws, regulations and guidelines is very important to me. I currently have my CLU®, Ch.FC®, CLTC®, RICP® designations as well as my Series 6, 63, 65, 7 and my Life and Health licenses. Due to the credentials I hold I am a fiduciary, which means my team and I have a legal responsibility to consider your best interests when advising you. My team consists of 5 associates with a combined 45+ years of experience working in financial services for Northwestern Mutual and our commitment is giving our clients the highest level of customer service possible. Aside from my personal practice, I am also a “Growth Development Director” in our organization where 30% of my time is focused on mentoring and developing other advisors to help them reach their personal goals. Coaching and mentoring others has always been a passion of mine and helping others reach their goals often gives me more personal fulfillment than accomplishing my own.
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Always free for clients.
Retirement Income Certified Professional, Chartered Life Underwriter, Chartered Financial Consultant, Certified Long Term Care
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities and life insurance with long-term care benefits) and its subsidiaries. Casey is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. There may be instances when this agent represents companies in addition to NM or its subsidiaries. While links to other websites are provided for convenience and information, please be advised that except for information related to Northwestern Mutual (NM), the inclusion of, or linking to, other websites does not imply NM endorsement of, nor responsibility for, those websites.