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Casey O'Gorman

Casey is a lifelong resident of Wisconsin and entered the financial services industry in 1989 after graduating from Marquette University where he majored in Finance. Casey earned the AIF® Designation from the Center for Fiduciary Studies in 2013. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. His business education began with the "real life" experiences he gained while working in his father's family business. It was there that he grew to understand and appreciate the challenges families and business owners face every day. Casey has been recognized as a leader in the financial services industry. Casey is married with three children and lives in Brookfield where he has dedicated much of his free time to coaching basketball, football and baseball.