Casey McCurdy

Casey McCurdy

Casey has been in the finance and insurance industry for the past 5 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 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 playing the guitar, fitness, and traveling around the states.

Casey license numbers: NV: 3251174 | CA: 0I69141 | Indiana: 3254065

Delivering support, compliance and efficiency for over 20 years

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