Wayne Casey, President
Wayne, a native Chicagoan born and raised on the south side, always was a stickler for details. Highly organized and with a knack for finance, Wayne received his B.A. from Michigan State University, majoring in industrial and organizational psychology, and a Master of Arts degree from Concordia University, where he concentrated in finance.
After graduation, Wayne worked for two large brokerage firms, the most recent being Salomon Smith Barney. His straightforward, uniquely personalized approach and prudent investment strategies earned him the respect and loyalty of his clients.
But Wayne wanted the freedom to be completely objective in his investment recommendations. He wanted to work for his clients; not a large brokerage firm. So, in 2001, he founded Casey Wealth Management, dedicated to helping the middle class maximize their investment results and lay the groundwork for financial success.
What motivates Wayne to go “the extra mile” for his clients? Wayne is truly one of those people who delights in doing right—and in doing good. He wants to make a difference in the lives of his clients and their families. Wayne believes that if people invest diligently and prudently in their working years, they will reap the benefits in their later years. Wayne lives in Tinley Park with his wife and son and daughter.
Here are some things that you might like to know about Wayne.
What advice would you give a recent college grad?
Work hard and be grateful for all opportunities that come your way.
What makes CWMI different from any other financial planning firm?
We realize that a mutually profitable, meaningful relationship has to be developed over time. We focus on the long term and the big picture—so that our clients know we have their best interest at heart.
What three words describe you best? Gracious, loyal, and self-less
What is your favorite quote?
“The measure of who we are is what we do with what we have.”—Vince Lombardi