Who We Are

An Extraordinary Emphasis On Planning And Personal Service

At finoBlue planning group, our team goes beyond the conventions of the advisor-client relationship to surprise and delight and surpass expectations. We see our clients as our friends, and truly care about their ambitions. They appreciate the high level of personal service we provide.

We help them make and manage major financial decisions beyond just investments, such as buying a house or a car. They always know they have a specific person to talk to and that our entire group is very responsive to their needs, requests and questions.

Our clients also appreciate the sense of comfort that comes with knowing they have a well-designed plan for help in pursuing their financial goals. We strive to instill a confidence and fortified trust that, with our guidance, they can help weather the unexpected, and do so with the reassurance to live the life they’ve worked so hard to achieve.

Meet Our Team

portrait of Casey Patrick

Private Wealth Advisor