Jeff Casey, CFP®, ChFC®Partner
Phone: 704-373-2525 Specializing in personal financial planning including the areas of wealth management, retirement planning and estate planning. Jeff has more than 12 years of experience in the financial industry. He also has expertise in the areas of group health insurance, defined contribution plans and business owner issues. He holds Series 7, Series 63 securities registrations as well as Life, Accident and Health Insurance licenses, including securities registrations in 11 states and insurance licenses in four states. Jeff has earned designations as a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Jeff received his bachelor's degree in Finance and Business Administration from Michigan State University. He has volunteered in the community as a member of the Finance Committee of the Lansing YMCA and Lansing Regional Chamber of Commerce. He is also a member of the Michigan State University Alumni Association. Jeff is married and has two children. His interests include golf, the outdoors, reading and spending time with his family. 
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300 E Kingston Ave Phone: 704-373-2525 |
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