Casey McCurdy has been in the finance and insurance industry for the past 10 years. After college, he worked in a CPA’s office before eventually starting his own insurance agency. As a Wealth Manager, he enjoys helping his clients all over the country with their financial goals and needs. Casey focuses on helping educate clients on their financial future, along with creating the most tax-efficient solution to do so.
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.
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 fitness, visiting friends, and traveling around the United States.
