Casey Schmucker
Wealth Advisor
Casey’s interest in financial planning comes from his love of problem-solving and desire to be part of a team that helps people. He loves learning about people’s backgrounds, goals and values to help shape the future they envision. He also enjoys translating a client’s unique story into a thoughtful financial plan that supports both their financial and life goals.
Casey graduated with a bachelor’s degree in finance from the University of Maryland. Originally from Silver Spring, Maryland, Casey now lives in South Boston. As the middle child of five siblings, he is very close with his large family. Outside of work, he enjoys spending time outdoors, often going on hikes and exploring new places with his girlfriend and their dog, Sadie. He’s also a sports fan who enjoys visiting local restaurants, catching concerts and browsing neighborhood markets.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.