CASEY MCCURDY
cmccurdy@aspencreekfinancial.com
(209) 406-7757
5470 Kietzke Ln Suite 300, Reno, NV 89521
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Casey has been in the finance and insurance industry for the past 8 years. He enjoys helping his clients all over the country with their financial goals and needs. Casey has a desire to help educate clients on their financial future, along with creating a tax-efficient solution to do so.
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After playing baseball and football in junior college, Casey accepted a baseball scholarship to Indiana State University where he graduated in 2013. He was part of numerous championship teams during that time and remained on the honor roll academically throughout school. His time as a student-athlete has brought out a desire to win and be competitive in business. He thoroughly enjoys working as a team and building teams to reach their potential.
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When he is not helping clients with their financial needs, Casey is usually planning his next outdoor trip. He has a passion for the outdoors including hunting, fishing, and backpacking. He also enjoys playing the guitar, fitness, and traveling around the states.
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10 Things You Didn't Know About Casey
1. Casey is an avid outdoorsman who likes to fish, hunt and backpack throughout the year. Conservation of wildlife and habitat is a huge part of his life.
2. Casey enjoys learning to play new songs on his guitar. Country music is his favorite.
3. He loves sports and has always been involved with athletics. He played Division I college baseball.
4. Casey has a passion for health and fitness. Exercise is a part of his daily routine, and he typically runs a few half-marathons each year.
5. Casey hopes to one day travel to New Zealand.
6. Casey's favorite book is "Lone Survivor," by Marcus Luttrell . He relishes American history as well as learning about people who have fought for our country.
7. He enjoys spending time with family and friends. He takes at least a few mini vacations to see them every year.
8. Casey's main focus in business is helping people become financially confident to do the things they've always wanted.
9. Casey aspires to one day meet a United States president. He would consider it a great honor to meet such a leader.
10. Casey's favorite vacation spot is Coeur d'Alene, Idaho. He loves the lake!
OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
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