Casey brings more than 25 years of experience and a passion for connecting people with opportunity to his role as president of finoBlue Planning Group. A CERTIFIED FINANCIAL PLANNER® professional, Casey specializes in strategies for high-net-worth individuals, business owners and individuals facing a wealth transition.
His talent lies in translating complex financial concepts into actionable strategies that help clients pursue long-term success with confidence. Casey also embraces innovation, leveraging financial technologies to streamline the planning processes and enhance the client experience.
Casey began his career at Edward Jones in 1999 and went on to establish Patrick Financial Group and an independent firm in 2004, expanding financial planning services for families in his community. In 2022, Patrick Financial Group rebranded to finoBlue Planning Group. Today, Casey’s expertise spans private wealth management, advanced planning, portfolio design, and business exit strategies.
At the heart of finoBlue is a commitment to building relationships that matter—ones rooted in trust, collaboration, and a shared vision for financial growth.
Casey earned a finance degree from the University of Florida, completed the Certified Financial Planner program at Oglethorpe University, and holds several securities licenses including Series 7, 9, 10, 31, 63, and 66. He added a Chartered Retirement Plans Specialist® designation in 2020 and Certified Exit Planning Advisor in 2024. In 2023, Casey earned the Private Wealth Advisor designation at Raymond James, recognizing his expertise in managing complex financial needs for high-net-worth clients.
Rooted in finoBlue’s relationship-first values, Casey actively serves the community in leadership roles with the Vinings Cumberland Rotary Club, Vinings Village Civic Club, Cobb Community Foundation, Cobb Chamber of Commerce and Honorary Commanders Association.
Raised in Fort Walton Beach, Florida, Casey spent his early years on charter fishing boats off the Gulf Coast. In 2002, he was lucky enough to meet and marry his best friend, Maureen. He enjoys spending time with her, his two sons, and a daughter who amazes him every day. As a family, they spend much of their free time outdoors enjoying a variety of activities including boating, fishing, scuba diving, and hunting.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high net-worth individuals, families and organizations.
Raymond James is not affiliated with any of the above mentioned organizations.