Casey has been in the insurance business for the last 15 years. 12 of those years have been spent in the Private Placement and Fee Based areas of the market. Prior to joining Lombard Casey spent 6 years with TIAA helping launch their fee based RIA insurance product suite and 5 years with AIG working with their Private Placement products.
Casey earned his BBA in Finance from St. Mary’s University in Texas. Casey holds his FINRA Series 6,22,62 and 63 licenses as well as state life insurance licenses.