Casey McCoart

Retirement Planner

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Casey truly loves helping families achieve a retirement free of worry. Nearly 10 years into his career, it’s still his passion.


Casey prides himself on building long-term relationships with his clients and earning their trust through consistent communication. Over the course of his financial services career, he’s advised on retirement, investments, and insurance planning for individuals and families. He holds a Life Insurance license and will soon achieve his Series 65.


Casey graduated from Wittenberg University with a bachelor’s degree in business management.  When he’s not working, he enjoys time with his family: wife Elizabeth, son Colin, and daughters, Alexandra, Paige, and Elyse.

Casey McCoart Headshot
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